Dan Nathan and Deirdre Bosa, host of CNBC’s TechCheck, discuss big tech winning the AI race (1:00), big investors piling into AI )(13:00), and Michael Burry doubling his Alibaba stake in big bet on China tech) (16:00). Later, Dan sits down with Molly Jong-Fast), host of the Fast Politics) podcast, to discuss the changes happening at Twitter (22:00).
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