Smartphone Sales Decline and Upgrade Deliberations

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) ChatGPT used as an insult in the Republican debate 2) Whether Generative AI is leading to real business returns 3) Bing's poor performance vs. Google 4) NVIDIA's blowout earnings 5) NVIDIA's moat 6) ARM's forthcoming IPO 7) Ronan Farrow's new profile of Elon Musk in the New Yorker 8) Government's role in privatization.

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