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Philoinvestor: Part 2

The Security Analysis Podcast

CHAPTER

Valuations and Competition in AI Tech

This chapter explores the soaring valuations of major S&P 500 tech companies, driven by the AI trade, and examines the potential risks of rising competition in the cloud and AI sectors. The discussion includes historical comparisons to past tech booms, questioning the sustainability of current investment trends and the nature of innovation in AI. Additionally, the chapter addresses the evolving competitive landscape, suggesting a future where no single player may dominate the AI market.

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