EPISODE · Feb 1, 2026 · 38 MIN
Camp 1 vs. Camp 2: Big Tech's AI Strategies Have Diverged
from Equity Empire Podcast · host Colin Tedards
Google and Meta are building the full AI stack. Apple, Amazon, and Microsoft are partnering. Both can't be right. If LLMs commoditize, the partners win. If LLMs stay differentiated, the builders win. I break down the divergence, the stakes, and what it means for each stock heading into 2026.
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Camp 1 vs. Camp 2: Big Tech's AI Strategies Have Diverged
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