Invest Like the Best with Patrick O'Shaughnessy cover image

Chetan Puttagunta and Modest Proposal - Capital, Compute & AI Scaling - [Invest Like the Best, EP.400]

Invest Like the Best with Patrick O'Shaughnessy

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Tech Titans in Transformation

This chapter examines the competitive landscape of major tech companies, particularly Google and AWS, in light of changing consumer and enterprise demands. It discusses how AI advancements, such as those from DeepMind, are reshaping business strategies and investment dynamics while posing challenges for incumbents. The conversation highlights the impressive speed of AI innovation and its implications for decision-making and efficiency within organizations.

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