Ten Tech Survivors for the AI Decade
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Ten Tech Survivors for the AI Decade
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About this listen
This episode provides an in-depth analysis of the current AI build-out phase, comparing it to the early to mid-1990s internet infrastructure growth. The podcast identifies ten technology companies projected to be market survivors over the next decade, with a focus on firms involved in AI compute, platform software, and data-center infrastructure. The podcast walks you through a compiled hedge-fund-style dossier for each of the ten companies—including Microsoft (MSFT) and NVIDIA (NVDA) as top picks—ranked by their likelihood of long-term success. The podcast emphasizes overweighting infrastructure and platform plays while diversifying across various tech sectors to mitigate risk.
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