The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
Listen to the original audio · Transcribed with NVIDIA Parakeet · Why times can differ in your player
Two all-star stock watchers join us to talk about Apple's fascinating state of affairs. Plus plenty more on NVIDIA, Amazon, Meta, and others. That's coming up right after this. How do you price intelligence as a service? How do you charge for delivering end-to-end work, not just access? Those questions remain front and center for AI founders and operators, and getting to the right fit business model, whether that's selling usage credits, outcomes, seats, or a hybrid combination, requires constant iteration.
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Welcome to Big Technology Podcast, a show for cool headed, nuanced conversation of the tech world and beyond. We are gonna go deep into the state of big tech, especially Apple, but also NVIDIA. Amazon meta. and others and we have such a great group here with us today because we're joined by Stephanie Link, the chief investment strategist and portfolio manager. At High Tower Advisor Stephanie Welcome.
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