About this episode
00:00 Introduction
02:50 Focusing On AI
05:00 ASML
08:20 Meta
09:26 Amazon
12:28 Intuit
14:40 Nvidia
15:50 Salesforce
19:10 Microsoft
19:50 Google
22:00 Oracle
23:03 Palantir
24:40 Brad Gerstner AI Thoughts
33:36 Meta Buys AI Company
34:30 Disney Sues AI Company
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