Big Tech Q1 Earnings Preview with Gene Munster | Okay, Computer. Tech Investing Podcast
RiskReversal Pod
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Tech Giants' Transition to AI and Future Growth Potential
The chapter provides analysis and predictions on big tech companies like Apple, Meta, and Google, focusing on their investments in AI and potential revenue growth. Discussions include the impact of AI on ad business, monetization strategies, and challenges in transitioning to AI-powered services. Speakers express a mix of concern and optimism regarding Google's adoption of AI and delve into the competitive advantage of tech giants in data training for their models.
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