Mega-Cap Earnings Preview With Gene Munster | Okay, Computer.
RiskReversal Pod
00:00
Exploring the Potential of AI Software and Comparing it to the Internet Evolution
The chapter delves into the potential for innovation and value creation in the AI software industry, drawing parallels to the internet boom and speculating on the emergence of AI-first companies through upcoming IPOs. It also discusses the reminiscent rise and fall of internet companies in the past, hinting at potential similarities in the AI software era.
Transcript
Play full episode
