Episode Description from the Publisher
00:00 Introduction03:01 PayPal Stock08:33 S&P Global Earnings12:36 Visa and Mastercard17:16 FICO and Robinhood19:38 Meta and Microsoft Earnings27:05 The Three Layers of AI37:05 ASML and China’s Chip Machines39:11 AI, Hiring, and the Future of Jobs41:52 Fail Of The Week: Paramount’s Warner Bros. Merger Problem
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