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We’re likely to have two trillion dollar IPOs in the next year with Anthropic and OpenAI eyeing the market. And they’ll join Meta, Google, SpaceX, and more in the AI race. But does anyone really have a durable advantage? We discuss that and where we see opportunities in AI.



Travis Hoium, Lou Whiteman, and Matt Frankel discuss:

- AI Moats

- Fragile Competitive Advantage

- Valuing AI Stocks

- Metrics to Watch

- Stock Opportunities



Companies discussed: Meta Platforms (META), Alphabet (GOOG, GOOGL), SpaceX (SPCX), Modine Manufacturing (MOD), NVIDIA (NVDA), Microsoft (MSFT).



Host: Travis Hoium

Guests: Lou Whiteman, Matt Frankel

Engineer: Dan Boyd



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