This podcast episode explores the potential implications of the rumored partnership between Apple and Google on AI. The speakers discuss the potential antitrust concerns, the benefits for both companies, and the possibility of stifling competition in the AI market. They also delve into the pressure on Apple and Google to compete in the AI market, the challenges faced by Apple in navigating the technological landscape, and the upcoming Federal Reserve meeting and its impact on interest rates. Additionally, the podcast discusses JSX and its operating model, as well as the market's obsession with Nvidia and the need for broader participation in the market rally.
