
Our DeepSeek stock trades — winners and losers
Dumb Money Live
00:00
Navigating the Tech Giants Landscape
This chapter examines the competitive dynamics between major tech platforms, particularly Android and iOS, highlighting Apple's strategic advantages in data access and AI integration. It discusses the implications of partnerships, particularly with Google, and the evolving landscape of cloud computing and AI technologies. The chapter also addresses the financial challenges faced by OpenAI and the broader impact of semiconductor tariffs on the tech industry.
Transcript
Play full episode