
Analysis: What Investors Get Wrong About Apple and Google
About this episode
Believe it or not, Google and Apple are undervalued. We discuss Google's aggressive AI investments and the potential to triple its market cap to $10 trillion, alongside Apple's cautious yet strategic approach leveraging local inference capabilities.
We explore the historical contexts, evolving relationships, and the investment potential that could defy market expectations. Be sure to subscribe and share!
------
🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
https://limitless.bankless.com/
https://x.com/LimitlessFT
Substack:
https://limitlessft.substack.com/
------
TIMESTAMPS
0:00 Google and Apple: A Tale of Two Giants
0:51 The Bull Case for Google
15:45 The Disconnect with Apple
24:16 Apple’s Strategic AI Partnerships
27:42 Conclusion: Value Amidst Market Sentiment
------
RESOURCES
Josh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Get every episode summarized
Each time Limitless Podcast publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Limitless Podcast

OpenAI's GPT-6 Astra (Part II): Is This Thing AGI?
Limitless Podcast

THIS WEEK IN AI: GPT Astra, OpenAI vs Cursor, The Truth About Data Centers
Limitless Podcast

The ChatGPT Breakout Was Way Worse Than We Thought..
Limitless Podcast

THIS WEEK IN AI: Nvidia Acquires HuggingFace, Leopold vs SEC, New Waymo Chip
Limitless Podcast