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MSFTGOOGLAMZNMETABULLISHIn depth · 4/5

Big tech can afford AI bet missteps

The counter-argument was made that big tech's monopoly cash flows allow them to make huge AI bets; if the bets fail, it would impair stocks for 12-24 months but not threaten their core dominance.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE