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RiskReversal Pod
Tech Giants' Performance and AI Strategies
The chapter delves into the recent market trends of AI companies, highlighting the performances of tech giants like NVIDIA, Taiwan Semiconductor, Intel, Apple, Google, and Tesla. It discusses the implications of not having strong AI offerings for companies such as Apple and Google and the potential threat Google faces in terms of search dominance due to advancements in AI. The conversation also explores the financial performance of Apple and Google, contrasting their strategies and the challenges they face in the tech industry.
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