Rathbun: Excitement Over AI Is No Longer a Dream

The video discusses the current market trends, focusing on the impact of AI on tech stocks like NVIDIA, Apple, and Alphabet. It highlights the challenges posed by China and the importance of asset allocation in the global economy. The discussion also covers political changes affecting tech and antitrust issues, with a focus on the future of AI in various sectors and the need for innovation to drive market growth. The video emphasizes the importance of capturing first-mover advantage in the tech industry.

In what ways does the speaker suggest that AI could influence traditional industries?

What does the speaker mean by 'first mover advantage' in the context of tech companies?