This podcast episode discusses the key trends in the tech industry, as revealed at Morgan Stanley's 2024 Technology, Media and Telecom Conference. The episode covers a wide range of topics, including the impact of AI on the video game industry, the health of the online ad market, and the future of property tech. The key takeaway is that AI is expected to have a major impact on the tech industry, but companies need to be prepared to invest in order to stay competitive.