Investor Shifts: TCI Reduces Microsoft Stake, Increases Alphabet Bet

TCI has reduced its stake in Microsoft due to AI concerns, while increasing its investment in Alphabet. This episode covers AI's impact on entry-level jobs, Apple's new Safari feature, and more. We also discuss Apple's AI strategy, the EU's Tech Sovereignty package, Anthropic's cloud deal with Akamai, OpenAI's latest release, and US-China talks on AI risks.