00:00 Introduction

02:50 Focusing On AI

05:00 ASML

08:20 Meta

09:26 Amazon

12:28 Intuit

14:40 Nvidia

15:50 Salesforce

19:10 Microsoft

19:50 Google

22:00 Oracle

23:03 Palantir

24:40 Brad Gerstner AI Thoughts

33:36 Meta Buys AI Company

34:30 Disney Sues AI Company