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13min chapter
WWDC AI Expectations + Catching Cancer Early with Emi Gal and Rick Heitzmann | Okay, Computer.
On The Tape
Evolution of Technology Trade and Market Dynamics
Exploring the impact of generative AI, language models, and hardware advancements in the technology trade sector with a focus on dominant players like NVIDIA, Microsoft, and Google. Analyzing stock performances of companies like Dell, Hewlett, and the semiconductor industry's upcoming competition, highlighting concerns and opportunities for growth amidst evolving dynamics. Delving into the market responses to AI accelerator platforms, CEO cult of personalities, and the strategic shifts in computer chip allocations, including Tesla's redirection to other companies.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode