AI Spend To Kingdon (Capital) Come with Parshv Shah
RiskReversal Pod
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Navigating Market Challenges: Google and Meta's Divergent Paths
This chapter examines the fluctuating stock performance of Google amidst concerns about its future due to tech disruptions, comparing it to Meta's successful investment shifts. It also highlights Google's strong search activity numbers against a backdrop of evolving consumer usage patterns, creating a nuanced view of its market standing.
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