00:02 Big tech companies are facing a challenge with market saturation.
01:42 Big tech already controls virtually the entire internet.
03:19 High valuations of big tech companies are primarily based on the expectation of infinite growth.
04:47 Tech industry transitioning from hyper growth to stagnation
06:21 Market saturation causing shift in technology industry.
07:57 Gen 1 giant companies still dominate but struggle with stock returns
09:29 Tech CEOs adapting to market saturation
11:05 Big tech CEOs facing market saturation and struggling to maintain high valuations
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