Part 6/10:
The conversation also covered the competitive landscape, emphasizing confidence in the position of American giants like Meta, Alphabet, and Microsoft. These corporations are seen as key winners in the race to dominate AI technology, thanks to their substantial investments and strategic transformations.
Conversely, some longstanding giants like Oracle and Broadcom are evolving their strategies to stay relevant. The speaker expressed pride in the U.S. footprint in the tech sector and asserted that continued investments are necessary to maintain a competitive edge on the global stage.