Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Introduction
00:00 • 2min
The Importance of Domestic Issues in the 2024 Election
02:19 • 3min
The 4PM Earnings Report
05:21 • 1min
Microsoft and OpenAI: The Long Term Story
06:51 • 3min
The Challenge of Diversifying Away From Big Tech
10:16 • 2min
The Threat of AI in the Search Industry
12:10 • 2min
The Power of Quality and Innovation
13:44 • 2min
P-Gim: Your Partner for Smart Business Buying
15:35 • 2min
The Future of First Republic Banks
17:16 • 4min
Microsoft's Free Cash Flow Blowout
21:35 • 2min
Microsoft's Free Cash Flow From Generative AI
23:46 • 2min
The Future of Generative AI
25:51 • 3min
How to Adapt to Tesla's Price Strategy
28:54 • 2min
The Cost Savings Program for EVs
30:33 • 3min
General Motors' Multi-Prong Charging Strategy
33:27 • 2min
General Motors' Dividend Growth
35:12 • 2min