AI Market Dynamics
Sachin is poised to earn significantly more than Sundar this year as Microsoft rides the OpenAI wave, driving its cloud business. However, the landscape is shifting with companies seeking cheaper AI alternatives, potentially benefiting Google. Meanwhile, YouTube's impressive ad revenue growth highlights its underappreciated value in the media space, suggesting that Google may be undervalued despite current market perceptions.In this clip
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The Prof G Pod with Scott Galloway
Prof G Markets: Meta’s Monster Quarter, Buying Elon’s Twitter Debt, and America’s Deficit
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