RiskReversal Pod cover image

Nvidia Beats, Stock Soars - Dan Niles and Carter Worth React | MRKT Call

RiskReversal Pod

00:00

Navigating Competition and Innovation in the Tech Industry

The chapter delves into the impact of competitors like chat GPT on a major tech company known for high-margin search revenues. It discusses the challenges faced by the company's core business as other platforms show ads and divert advertising dollars away, while also highlighting the potential of Google's vast training data and user base for future competition in the AI space.

Play episode from 26:57
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app