About this episode
?? ????? ???? ?? ??????? ???? ???? ?????? ?????? ???? ???????? ?????? ????? – ???? ?? ???????? ??????. ???? ???????? ???? ???, ?????? ???????? ????? ?????? ?????. ? ???????? ?????? ??????: ? ? https://www.michastocks.app/community-course? ???? ????? ???? – ????? ????? ????? ?? ????, ????? ?????????, ?????? ???? ???. ?? ??? ????? 10% ????: 10OFF ? ?????: https://www.michastocks.app/community-course ? ???? ?????: https://youtu.be/O68D3iwvrQY??????? ??????? ??? ?? ????, ??? ????? ????? ??????.??? ????? ???? ?? (Microsoft, Google, Meta, Amazon) ?????? ?? ?????? ?? ???? ???????? ??????, ?? ?????? ???? ??????? ?????? ????? ????????? ???????? ?????? ???? ??? ???? ?? ?????? ????? ?? ???"? ???????, ?'??? ??????, ?? ?????? ??? ????? (Altimeter Capital). ????? ????? ???????, ?????? ??????? ?-Capex ??????, ???? ?????? ?? ??????? ?? ??? "??? ?????".??????:??? ????? ?-Retrieval ?-Generative AI ????? ????? ???? ?? ????? ?????.??????? ?????????: ?'? ???? ?????? ?? AWS ?-2008."???? 5 ??????": ??????? ??? ????????? (Agents).??? ????: ??? ?????? ??? ????? ????? ?? 2028?????? ????? ?????? ???? ?? ????, ?????? ???????????.?????? ?????? ???? ?????? ?????? ?-NotebookLM, ?????? ?????? ? [???? ??????]#Nvidia #JensenHuang #AI #????? #?????? #MichaStocks #BigTech?0:00 – ??? ?????? ??? ???? ????? (??????? ??????, ??? ?????? ?????? ???)0:24 – 4 ??????? ??????? ?? ???? ?????????1:20 – ??? ????? ????? ?????? + ?????? ?? ?’??? ????? ?????2:05 – “Infrastructure buildout” ?-660 ??????? ???? ????2:36 – ??? ?? ???? ????? ??????? ????? ?????????3:40 – ????? ?? “????? ???” - ????? ??????? ??????3:49 – ????? ???? ??? ????? ????: Generative AI ????? ??? ???? ?????4:16 – ??? ?????? ?????? ?? ????? ??????5:11 – ?????? ?? ???? ?-AWS: “?????? ??? ????? ????”6:19 – ???? ??? ???? ???: ????/??’??/AWS/???7:07 – ??? ??????? ??? ??? 2000? ????? ??????7:44 – “??? ????? GPU” ?????? ?? ?’??? ?? ????? ??????? ?????8:07 – ??? ???? ??? ????? ???????? ???? (Curiosity to Cash)9:15 – ???? 5 ??????: ?? ?????? ?????? ???10:00 – IPO ?? OpenAI/Anthropic - “?????? ?? ???????”10:43 – ??? ??? ?????? ??? ??? ?-AI ??? ?’???11:17 – ????? ??? ????? ???????? ??? ?’??? ?? ?????11:50 – ????? ?? ~7 ???? ??? ???? ?-202812:31 – ???”? ??? ???: ????? ??????, ????, ????13:03 – ????? ???????: ????? ????, ????? ?? ?????? ??????14:18 – ??? ??????? ??????? ????? ???? ?? ???????15:21 – ????? + ???? ????: ?? ??? ????? ???? ??????16:00 – ????? ???? ?????? ?? ??? ?????? ???? ???? ???? ?????? ????????: ? ????????: https://www.instagram.com/micha.stocks/ ? ?????? (X): https://twitter.com/MichaStocks ? ??????: https://www.tiktok.com/@micha.stocks ?? ????? ???????: https://www.youtube.com/@stocktalkwithmichastocks6050?? ???????? ?? ???? (?????? ??????): ? ????????: [???? ???? ????] ? ??? ???????: https://podcasts.apple.com/us/podcast/????-?????-????-???-????-?????-???-?????-??????-????/id1707589009??? ?????? ??????: ? ??? ?? ????? – ?? ????? ?????? ??? ?????. ? ??? ?? ??????? – ??? ?? ???? ???? ?????? ?????.? ????????? ???? ???????:
