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Investing in AI: ETFs or stocks? Ft. Owen Rask & Blair Hannon

Australian Investors Podcast

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Google Cloud and the Future of Business

I think from my perspective, what we'll see is general revenue increase across all business lines or most business lines. So Google Cloud will get a big hit from it. And then if they do it as packages, we know how Microsoft workers offers 365. If you want the AI package, you're going to pay an extra 10% whatever the number is. It's just not this one singular focus. Those are some really interesting businesses. I see a lot of them.

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