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  • 14 hours ago
AMD? Nvidia? OpenAI? Futurum Group CEO Daniel Newman predicts who comes out on top in a game of “This or That.”

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00:00More upside from here. AMD or NVIDIA? AMD. Better chip stock, AMD or Intel? AMD. Bigger, longer term winner, ARM or Intel? ARM. True AI kingmaker, TSMC or ASML? TSMC. Choose one, Broadcom or NVIDIA? Tuffy, NVIDIA. Enterprise AI data growth, Oracle or Palantir? Palantir.
00:27Next company to hit $4 trillion, Microsoft or Alphabet? Alphabet. Open AI valuation, bubble territory or justified by growth? It's a bubble justified by growth. All right, fair. Better AI investment, Open AI or Anthropic? Open AI. Next $1 trillion valuation, Open AI or XAI? Open AI. AI automation, job destroyer or productivity booster? Yes.
00:54Metaverse. Metaverse. Dead idea or just early? Early. Interesting. Okay. Who wins the AI assistant race? Apple or Open AI? Open AI.
01:07Foreign tech growth, India or China? India.
01:10India.
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