Future of AI Assets
The Mag 7 is poised for significant earnings growth through automation and AI advancements, as companies leverage these technologies internally. While SaaS has shown some recovery, the rise of AI agents in 2025 may spell trouble for enterprise application software, especially for those lacking proprietary models and compute power. The landscape is shifting, and the low-cost producers are likely to emerge as the winners in this evolving market.In this clip
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2025 Predictions with bestie Gavin Baker
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