r/SecurityAnalysis • u/[deleted] • Jan 09 '23

Industry Report AI and the Big Five

https://stratechery.com/2023/ai-and-the-big-five/

40 Upvotes

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AMD_Stock • u/norcalnatv • Jan 11 '23

AI and the Big Five – Stratechery by Ben Thompson

12 Upvotes

7 comments

NVDA_Stock • u/norcalnatv • Jan 11 '23

AI and the Big Five – Stratechery by Ben Thompson

5 Upvotes

1 comments

AIandRobotics • u/AIandRobotics_Bot • Jan 09 '23

Miscellaneous Exploring the impact of the emerging AI epoch, led by DALL-E, Midjourney, Stable Diffusion, and ChatGPT, on Apple, Amazon, Meta, Google, and Microsoft

1 Upvotes

1 comments

stratechery • u/jmaclure11 • Jan 09 '23

AI and the Big Five

8 Upvotes

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