Rihard Jarc

Technology investor and founder of the Substack Uncover Alpha, focused on big tech and AI infrastructure; recurring guest on Chit Chat Stocks discussing AI strategy, chips, clouds, and industry economics.

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Oct 29, 2025 • 1h 4min

Big Tech Investing Expert Rihard Jarc Tells Us Who Is Actually Winning the AI Race

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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