Prof G Markets What to Buy When the Tech Sector is On Sale — ft. Mark Mahaney
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May 1, 2025 
Mark Mahaney, Senior Managing Director and Head of Internet Research at Evercore, shares invaluable insights. He argues that Google is currently the most undervalued big tech stock. Mahaney discusses the exciting strategic potential of Waymo and breaks down Uber’s market prospects. The conversation also touches on Netflix's and Spotify's recent successes amid shifting consumer behaviors and streaming dynamics, offering a comprehensive look at the tech sector's investment landscape.
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China's AI Self-Sufficiency Drive
- China publicly commits to AI self-sufficiency, escalating the US-China tech race.
- This overt commitment marks AI as a national priority, amplifying industry tensions.
Trade Restrictions Spur Innovation
- Trade restrictions can spur adversaries to innovate workarounds, sometimes strengthening them.
- Huawei may gain ground as foreign companies reconsider data allegiances amid US tensions.
STEM Talent Race and AI Innovation
- China graduates more STEM talent and files more AI patents than the U.S., challenging its lead.
- Despite these gains, the U.S. maintains leadership in AI models and private investment.