Mag 7
topic on 2 shows · 2 statements across 2 episodes
2 statements about Mag 7, every show
Isch: Heavy equity index concentration is unlikely to change anytime soon
“You don't have to fight that index concentration battle, and that's not something that's necessarily going to change anytime soon.”
Nadella: OpenAI is this generation's defining company, creating a 'Mag 8'
“If you think about open AI, in some sense, you could say it's mag eight because I think the company of this generation has already been created. Right. Which is open AI in some sense. It's kind of like the Google or the Microsoft or the meta of this era.”