big tech company

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Aug 5, 2026 by David Cahn · across every show →

Everything said about big tech company, oldest first

Aug 5, 2026 neutral
Insight
Cahn: AI competition is fundamentally a resource allocation game for Big Tech
“Starcraft is a resource allocation game and AI is a resource allocation game. And so I think as we get into it, what are your resources and how do you allocate those resources? That's the most important question facing every big tech company.”
David Cahn Aug 5, 2026 ▶ 25:33 How The AI Bet Pays Off + AI Lab Strategy Game — With David Cahn
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