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14min chapter
E100: AI, Gambling, and Healthcare: A High-Stakes Game of 'Do Your Own Research
"Moment of Zen"
Navigating AI's Competitive Landscape
This chapter explores the intricate dynamics of valuing high-profile tech companies in the AI sector, emphasizing revenue structures and capital expenditures for AI model training. It discusses the competitive pressures exerted by major corporations, the implications of open-source versus proprietary models, and potential market disruptions. Additionally, historical parallels are drawn to illustrate how entrenched tech giants could struggle to adapt and maintain dominance amidst rapidly evolving landscape and emerging threats.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode