Who's Actually Winning the AI Race? (ft. Alex Heath)

Alex Heath returns to the show to talk about all things AI. In today’s conversation we get into Meta’s earnings and AI plans, whether Apple is a genius or just lucky for sitting out the AI capex wars, the Apple vs. OpenAI lawsuit, who actually has the momentum between OpenAI and Anthropic, and some hot takes at the end. Subscribe to Alex's newsletter, Sources: https://sources.newsCheck out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.