The AI Trillion-Dollar Club: 10 Tech Giants, 10 Different Bets on the Future

In this podcast, I look at ten of those companies: Alphabet, Amazon, Apple, Broadcom, Meta, Microsoft, Nvidia, Taiwan Semiconductor Manufacturing Company (TSMC), Tesla and SpaceX. Not all of them are hyperscalers in the traditional sense, but together they account for a large share of the AI economy. For each, we cover earnings, share-price moves, capital spending, competitive advantages, valuation and long-term prospects, including the real possibility that some of today’s leaders will eventually lose their edge.