“So there's a bunch of different ways you could try to…” — Pod Save America at 49:17
“So there's a bunch of different ways you could try to quantify the size of the AI bubble right now. But one easy one to think about is there's about seven companies, Alphabet, Apple, Amazon, Microsoft, and Vidya, and Tesla that make up something like 30% to 35% of the S&P 500 market cap.”
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