of wedbush securities, who told me it s a game of thrones style fight between the us and china. the big focus is going to be on automotive as well as ai. and that is important because they play a key role which is why you are starting to see the rhetoric coming out of beijing, stronger and stronger. this is important especially as we go into what i continue to view as a game of thrones battle on the ai front. we were talking a while ago about supply chain issues and one thing that comes to mind is that when you stop the gap of this trade that we may see some of that again. could we see problems with the supply chain? i think that is the last thing they want to see. especially now we are starting to see the supply chain starting to normalise. i think that continues to be the biggest risk. this geopolitical poker game that is going on between the us and china and japan caught in the middle and investors are reading right
export control on china which limits the sale of chip making tools. a little earlier i spoke tools. a little earlier i spoke to daniel lives who told me that it to daniel lives who told me thatitis to daniel lives who told me that it is a game of thrones style fight between the us in china. , ., . , ., ., china. the big forces going to be on automotive china. the big forces going to be on automotive as - china. the big forces going to be on automotive as well- china. the big forces going to be on automotive as well as l china. the big forces going to l be on automotive as well as ai. and that is important because they play a key role which is what you are starting to see the rhetoric coming out of beijing, stronger and stronger. this is important especially as we go into what i continue to view as a game of thrones battle on the ai front. we were talkin: a battle on the ai front. we were talking a while battle on the ai front. we were talking a while ago battle on the ai front. w
market share at risk? this was a sigh of relief in terms of what we see on the ai front in terms of bard and ultimately focused on what google is trying to do. there is definitely a game of thrones going on in al. microsoft is leading, but google has all hands on deck despite the fact there is gold at the end of the rainbow for big tech, google included. there were reports that samsung could consider switching default browsers to bing from google. for google, they are at the top of the mountain, but chatgpt is a threat. what does it mean for enterprise and market share? digital advertising and the overall business, it feels like there is some stabilisation
of relief in terms of google at risk? this was a sigh of relief in terms of what - google at risk? this was a sigh of relief in terms of what we i of relief in terms of what we see on the ai front in terms of barred and ultimately focused on what google is trying to do. bard. there is definitely a game of thrones going on in al but google has all hands on deck despite the fact that microsoft leads it. there is gold at the end of the rainbow for big tech, google included. there were reports that some could be considered in switching default browsers to bing on samsung from google. the google, they are at the top of the mountain, but chatgpt is a threat. what is it me for enterprise and market share? digital advertising and the overall business, it feels like there is some stabilisation of swirling macro, and this is a big sigh of relief for investors in terms of what we see in big tech.