![Ben Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487]](/_next/image?url=https%3A%2F%2Fmegaphone.imgix.net%2Fpodcasts%2Fb0356202-9aa0-11f1-b3c3-6bc8a0cf3d6f%2Fimage%2F772d31a372a483035b6fc678729cae0b.jpg%3Fixlib%3Drails-4.3.1%26max-w%3D3000%26max-h%3D3000%26fit%3Dcrop%26auto%3Dformat%2Ccompress&w=1920&q=75)
Ben Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487]
My guest today is Ben Thompson, the founder and author of Stratechery. Ben is one of my favorite business thinkers and I love talking to him about everything happening in markets and technology. We go through every important company, including OpenAI, Nvidia, Intel, Apple, Microsoft, Google, and A











