GOOGL Gemini "Pushing OpenAI to its Max" in A.I. Dominance Race

Let's get to our next guest. That is Jake Doahhide, CEO at Longbo Asset Management. It has been a very long time.Jake, thank you so much for joining me today. It's so nice to see you on a day like this when obviously we've had a lot of conversations around what's going on with big cap tech. What do you make of the weakness we saw in November and some of the questions we're starting to see in the market about AI valuations, the circularity of financing and depreciation.Yeah, I think at some point the AI trad ...