big tech companies

“It's going to be really hard to make money on them directly, but it's going to be a huge point of leverage to the big tech companies, I still believe.”

“Apple kind of, or not kind of, they really showed that they have the trifecta down there of the ability to build technology The ability to build platforms and the ability to build products all at once. Most of the big tech companies can only do two of the thre…”

“Guys, you laughed at me when I said inequality inside big tech companies over these AI packages is going to be a thing. And I tell you it's everywhere.”

“They're not going to break up the big tech companies because like, that's like the whole point is like they're trading partners of the big tech companies. They want to see them Win, in a lot of ways, on a global basis”