Saagar Enjeti is the co-host of Breaking Points. He joins Big Technology podcast to asses whether the Big Tech CEOs will win their Trump bet, assessing the stakes involved, the positioning, and the likely outcomes. We talk about Tim Cook, Mark Zuckerberg, Sundar Pichai, Jeff Bezos, and, of course, Elon Musk. Stay tuned as we discuss how the U.S. and China will handle the AI battle, especially after DeepSeek. And we end with a fun back and forth on Apple Intelligence and The Vision Pro, of which Enjeti was an early buyer. Hit play for a fun, thought provoking discussion on tech's high stakes gamble. Chapters 00:00 Silicon Valley's Political Landscape 27:41 The Rise of Chinese AI and Geopolitical Implications 32:01 The AI Arms Race: U.S. vs. China 36:25 Strategic Importance of AI Leadership 41:58 The Dual Nature of AI: Tool or Threat? 44:20 Disappointment in Apple Intelligence 49:24 Vision Pro: A Mixed Reality Experience