Chit Chat Stocks Big Tech Investing Expert Rihard Jarc Tells Us Who Is Actually Winning the AI Race
13 snips
Oct 29, 2025 Rihard Jarc, a technology investor and founder of Uncover Alpha, dives deep into the AI race among tech giants. He sheds light on Amazon's cautious AI strategy involving Anthropic and discusses Google's full-stack advantage with its DeepMind and GCP. Jarc also explores Meta's innovative monetization strategies and how Microsoft is capturing cloud market share through Azure. He offers insights on Nvidia's financial maneuvers and predicts what OpenAI might look like by 2030, ultimately recommending Google as the top AI investment.
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Bedrock's Early Anthropic Concentration
- Rihard notes Bedrock initially routed ~90% traffic to Anthropic and later diversified to open‑source models.
- He uses this to illustrate AWS's conservative, developer‑centric approach to AI partnerships.
Amazon's Cautious, Diversified AI Play
- Amazon is playing a safe, diversified AI strategy by routing Bedrock traffic to Anthropic and open‑source models.
- AWS will still benefit from AI demand due to its data centers and power even if it's not leading model development.
Google's Full-Stack TPU Advantage
- Google uniquely owns a full AI stack: DeepMind models, GCP distribution, and TPU hardware at scale.
- TPUs give Google negotiating leverage and reduce dependence on NVIDIA for training and inference.
