Ed Elson

I've said, I think maybe Anthropic's going to pull ahead.

But, you know, as you say, everyone's still using ChatGPT.

It's still the most popular.

If you had to place a bet on any one of these AI companies and AI products, who do you think is winning in 26th?

All right.

Alex Cantruis, founder of the Big Technology newsletter and podcast, joining us from Davos.

And it's late there.

So we really appreciate your time.

Thank you for joining us and enjoy the rest of the conference.

Thank you so much, Ed.

One last tech story before we close.

Last week, an AI company called ASML became the third European company in history to reach a market cap of half a trillion dollars.

For context, ASML is technically a lithography company, but we call it an AI company because they make the lithography machines that are used to make AI chips.

So it's basically an AI company.

Why did the stock surge?

Well, it was actually because of the earnings of another AI company, and that company was TSMC, as you may know.

TSMC is the Taiwanese chip maker.

Last week, they announced they will be spending $56 billion on chip manufacturing.

And the reason that is important for ASML is because TSMC is ASML's largest customer.

So that means a big chunk of that $56 billion will be landing