Bloom Off The A.I. Rose with Deirdre Bosa, Stuart Sopp & Trevor Marshall | Okay, Computer.
RiskReversal Pod
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AI Economics and Mega Cap Tech Companies: Alphabet vs Amazon
This chapter discusses the recent earnings season and the performance of mega cap tech companies, particularly focusing on Alphabet (Google) and Amazon. The speaker highlights that the economics of AI versus the promise of AI have been at play during this season, with an emphasis on the need for companies to show where they will bring in money through artificial intelligence. The speaker notes that while Alphabet had good results, there were more concerns surrounding Amazon's performance.
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Transcript
