TBPN cover image

Weekly Recap: Sam vs. Elon, Cluely's Crazy Ad, UFC x Paramount, Apple's AI Robot

TBPN

00:00

Apple's AI Revolution and Investment Insights

This chapter explores Apple's significant strides in artificial intelligence, including the transformation of Siri and the introduction of advanced technologies in home security. It also features a lively debate between two speakers on contrasting investment strategies in software and re-industrialization, dissecting complexities such as gross margin and market dynamics. The discussion reflects on the changing landscape of software investing and the challenges faced by companies in a competitive environment.

Transcript
Play full episode

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