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00:00 Introduction
02:03 Part 1 of AI-bubble series, driven by listener questions
04:58 Google is not having a Kodak moment
05:59 Kodak’s Kodak Moment
09:11 Swatch cannibalized and thrived
11:59 Intel invested in buybacks rather than fabs of the future
16:08 Google’s spending is existential, cannibalizing search to build AI
19:30 Google is winning: Cloud up ~100% yoy
21:38 I probably own less Google than you- beware S&P 500 concentration
25:23 DIP: Digitization Infrastructure and Parts
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