The $100B AI Question, and the Countdown to January CPI 2/13/23

1

Introduction

00:00 • 2min

2

Is There a Surge in Google's Market Shares?

02:15 • 2min

3

Alphabet or Microsoft?

04:18 • 3min

4

Google vs Microsoft, Who Has It?

07:15 • 2min

5

Google Search Is Not Going to Last Longer Than It Used to Be

08:58 • 2min

6

Google's Model Is Fragile and Is Vulnerable

10:53 • 2min

7

The Cost to Provide a Search Could Massively Compress Margin

13:15 • 2min

8

Fast Money Forward Earnings Alert - Is Microsoft Running Too Fast?

15:16 • 4min

9

GM Is Outperformed Ford

19:29 • 2min

10

The Competition for Battery Manufacturers Is Coming, Right?

21:24 • 2min

11

Palantier Earnings Alert - The Bed Is Not Your Friend

23:21 • 2min

12

Palantir, a Defense Company, Could Become an M&A Play

25:03 • 2min

13

The Fed Is Not Your Friend

27:02 • 2min

14

The Fed Is Not Your Friend

29:05 • 2min

15

Is the Fed Taking Too Long to Act?

30:40 • 2min

16

The Biggest Risk for Chair Powell?

32:21 • 2min

17

Is Jerome Powell Thinking About His Legacy?

34:30 • 2min

18

New Report: Remote Work Costing Manhattan More Than $12 Billion a Year

36:39 • 2min

19

Office Buildings

39:01 • 3min