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Episode Description
00:00 Overview
01:00 Buying More Google Stock
13:34 Nvidia Hits 4 Trillion
14:22 Fundsmith Performance Review
18:50 FICO and VantageScore
20:40 Waymo TAM Expands
25:10 Sam Altman Interview
00:00 Overview
01:00 Buying More Google Stock
13:34 Nvidia Hits 4 Trillion
14:22 Fundsmith Performance Review
18:50 FICO and VantageScore
20:40 Waymo TAM Expands
25:10 Sam Altman Interview