Big Tech Investing Expert Rihard Jarc Tells Us Who Is Actually Winning the AI Race

Chit Chat Stocks · Oct 29, 2025 · 1h 4m

On this episode of Chit Chat Stocks, we speak with recurring guest and Big Tech expert Rihard Jarc on the race in artificial intelligence (AI). We discuss:

(00:00) Introduction

(02:00) Amazon's AI Strategy and Anthropic Relationship

(10:14) Google's Competitive Edge in AI

(19:26) Meta's AI Monetization Strategies

(28:24) Microsoft's Azure and AI Workloads

(32:10) Understanding Neo Clouds and Their Impact

(36:01) Nvidia's Strategic Moves and Circular Accounting

(40:12) The Depreciation Dilemma of GPUs

(52:19) OpenAI's Future and Financial Strategies

(57:56) Predictions for AI Leaders by 2030…