Send us a text In this episode of Tech Money Flow—“The Great Double Down”—we unpack how Meta, Microsoft, Google and Amazon are each all‑in on AI assistants, from Llama 4’s social brainwaves and Azure AI surge to Gemini’s search stronghold and Alexa+’s conversational storm, diving into the CEOs’ visions, the record CapEx they’re pouring into data centers, and my thoughts on the AI arms race. Linktree: https://linktr.ee/Techmoneyflow
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Send us a text In this episode of Tech Money Flow—“The Great Double Down”—we unpack how Meta, Microsoft, Google and Amazon are each all‑in on AI assistants, from Llama 4’s social brainwaves and Azure AI surge to Gemini’s search stronghold and Alexa+’s conversational storm, diving into the CEOs’ visions, the record CapEx they’re pouring into data centers, and my thoughts on the AI arms race. Linktree: https://linktr.ee/Techmoneyflow
#8 Nuclear Nirvana: Why Smart Money Is Betting on Energy
Tech Money Flow
17 minutes
11 months ago
#8 Nuclear Nirvana: Why Smart Money Is Betting on Energy
In this episode of Tech Money Flow, we dive into the energy revolution hedge funds are betting on: nuclear power. Discover how nuclear is powering AI, data centers for the Four Horsemen, and possibly future self-driving cars, thanks to the new federal framework for autonomous vehicles. We explore the biggest players—Talen Energy, Constellation, NuScale, and Vistra—and why this reliable, carbon-free energy source is becoming the foundation of the digital age. Let's follow the money! Article: ...
Tech Money Flow
Send us a text In this episode of Tech Money Flow—“The Great Double Down”—we unpack how Meta, Microsoft, Google and Amazon are each all‑in on AI assistants, from Llama 4’s social brainwaves and Azure AI surge to Gemini’s search stronghold and Alexa+’s conversational storm, diving into the CEOs’ visions, the record CapEx they’re pouring into data centers, and my thoughts on the AI arms race. Linktree: https://linktr.ee/Techmoneyflow
