Apple and Google's Gemini AI, and Nvidia's Annual Conference

This podcast episode explores various topics such as the potential partnership between Apple and Google for integrating Google's Gemini AI into iPhones, the implications of the Apple-Google deal on the AI industry and competitive landscape, the impact of AI agents on Alphabet's search market share, the recent technology glitch on the NASDAQ stock market exchange, expectations for Nvidia's upcoming GTC conference, concerns about Nvidia's supply chain and competition in the AI chip market, the growth potential of Nvidia and its position in portfolios, the acquisition of Splunk by Cisco and its strategic rationale, the integration of Cisco and Splunk, the rise of meme coins and their impact on institutional investors, the introduction of Grammarly as an AI writing partner for businesses, Index Ventures' new book and app "Scaling Through Chaos," the impact of AI on hiring and the business landscape, and the tense interview between Elon Musk and Don Lemon on CNN's platform, X.