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Bloomberg Technology

DOJ Weighs Breaking Up Google

Oct 9, 2024
New Jersey Attorney General Matt Platkin discusses the state's lawsuit against TikTok, highlighting its negative effects on youth mental health. Leah Lyle provides insights into the DOJ's potential breakup of Google and the implications of antitrust challenges. Jason Betts shares investment strategies amid antitrust risks in big tech. Peng Zhao examines AI's integration in finance, while Demis Hassabis reflects on DeepMind's Nobel-winning research. Ajit Bhatt presents Aetherflux's innovative approach to harnessing solar energy in space.
42:05

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Quick takeaways

  • The Department of Justice's potential breakup of Google highlights growing antitrust concerns and its implications for competition in the tech industry.
  • Investors looking to engage in the AI boom should focus on supply chains and foundational technologies rather than just end-user applications.

Deep dives

Investing in AI Exposure

Investors looking to capitalize on the artificial intelligence (AI) boom must navigate a market dominated by privately held companies that have fueled this trend. Many of these firms are not publicly traded, making it challenging for traditional investors to gain exposure. It is suggested that investors pay attention to the supply chain around AI, such as semiconductor manufacturers and cloud service providers, which are critical to the operational success of AI technologies. This approach allows investors to tap into the growth of AI indirectly, focusing on industries supporting its development.

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