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13min chapter
New Year, New AI Winners with Gene Munster | Okay, Computer.
On The Tape
Investing in AI for Mega Cap Companies - Google's Potential
This chapter discusses the investment landscape for Google in AI, highlighting their new releases and the impact on their search business. The speakers express optimism in Google's ability to succeed in AI, drawing parallels to their success in the mobile shift. Despite setbacks in their cloud business, Google is predicted to be the best performing mega cap AI company in 2024.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode