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Invest Like the Best with Patrick O'Shaughnessy
Invest Like the Best with Patrick O'Shaughnessy

Ben Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487]

Aug 18, 2026 · 1h 16m
AI Summary
  • Ben Thompson discusses Big Tech's dominance and the potential AI bubble.
  • Explores AI race implications for the US and historical infrastructure parallels.
  • Analyzes key tech companies like OpenAI, Nvidia, Apple, and Microsoft.

Guests on This Episode

BT
Ben Thompson
6 podcast appearances

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