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15min chapter
Meta Zucked It | Okay, Computer.
RiskReversal Pod
Navigating the Generative AI Landscape
This chapter explores the intricate dynamics of generative AI, focusing on how leading tech companies like Microsoft and Meta are adapting their spending strategies in light of market changes and rising interest rates. It also discusses the implications of U.S.-China relations on chip restrictions and the resulting innovations within China's tech sector, including the rise of new AI research labs. Additionally, the chapter highlights challenges faced by NVIDIA and the competitive landscape as tech giants continue to rely on its chips for AI advancements.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode