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Lessons from Kerr Neilson, dating apps versus pokies & Microsoft or NVIDIA - with Angus Donohoo of Intelligent Investor

Australian Investors Podcast

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The Economics of Dating Apps and AI Dynamics

This chapter analyzes the revenue models of dating apps versus traditional social media, highlighting the concentration of revenue among a small user base. It further contrasts the positions of Microsoft and NVIDIA in the AI sector, examining their competitive strengths and the future challenges they may encounter.

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