(Bloomberg) -- When President Joe Biden returned to the White House after delivering his State of the Union address, 23-year-old TikTok influencer Awa Sanneh joined roaring cheers alongside administration staffers gathered on the mansion’s back porch.Most Read from BloombergPlunging Home Prices, Fleeing Companies: Austin’s Glow Is FadingApple Intensifies Talks With OpenAI for iPhone Generative AI FeaturesWall Street Humbled as Fast-Reversing Markets Confound the ProsThe Long, Slow Death of Urban
Earnings presentations from four of the biggest tech companies in the world showed two very different visions of AI: the moonshot and the incremental gains.
Few investors can handle this level of portfolio concentration.