Many Happy Returns

The Magnificent Seven: What if Big Tech Starts to Shrink?

Nov 8, 2023
The podcast explores the dominance of the Magnificent Seven Stocks in the tech industry and their impact on the S&P 500's returns. It discusses the financial aspects of big tech companies, their investment in AI development, potential competition, challenges they face, and the lifespan of companies in different stock indexes. Cultural differences in Japan, where companies have a longer lifespan, are also explored.
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1
Introduction
00:00 • 2min
2
The Financial Aspects of Big Tech Companies
02:17 • 16min
3
Investment in AI Development and Microsoft's Leadership
18:26 • 3min
4
The Future of AI and Investment: Potential Competition Beyond the US
21:04 • 2min
5
The Challenges Faced by Big Tech Companies
23:15 • 17min
6
The Lifespan of Companies: Buying Out, Merging, and Going Bankrupt
40:29 • 2min
7
Longevity of Companies in Stock Indexes and Cultural Differences in Japan
42:00 • 2min
8
Longevity of Companies: Exploring the Cultural Differences and Challenges Faced
43:38 • 2min