Hedgeye Podcasts · Hedgeye Risk Management

Platform Paradigms | A Fireside Chat with Sam Rahman

·1 hr 10 min·4 clips

If the AI personal assistant becomes the new operating system, you no longer care if you are on iOS or Android.

Andrew Freeman and Sam Rahman from Hedgeye discuss the Google-Apple Gemini partnership and its implications for the tech platform landscape. They analyze how AI agents could become the new abstraction layer displacing traditional app ecosystems, and debate whether incumbents integrated software-hardware-data moats will protect them from disruption.

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