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23min chapter
Only Tesla and Toyota will Survive
The Compound and Friends
The Dominance of Technology Companies in the Global Stock Market
They discuss the dominance of technology companies in the global stock market, with the top five names making up 14% of the market cap of all stocks worldwide. They also talk about a shift in thinking regarding compute power and the valuation of technology companies with high earnings and growth potential.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode