00:00 Speaker A
You know, I love a good acronym and now we’re hearing even more. It seems like we moved on beyond, uh, Batman and Fang and now we’re getting this new acronym, um, Mangoes. And I’d ask you to walk us through that.
00:09 Speaker B
That’s right. It that has been taking its own life online with an AI engineer posting Mangoes and basically showing the big AI names uh within that acronym. That would be Meta, Anthropic, Nvidia, uh Google, OpenAI and SpaceX.
00:30 Speaker B
There’s also another acronym Tangoes, and that would include Tesla because there is a feeling among the street that eventually you will have SpaceX and Tesla merging. But this is an acronym that was originally coined by a B of A analyst and he had actually this acronym for semiconductors. So it was originally for Marvell, Advanced uh Micro Devices, AMD. You had Nvidia in there as well.
00:58 Speaker B
So it was an acronym for semis, it is now an acronym for the AI space. I will say that one of the acronyms that um also has been floated is from Ed Yardeni, AI3, for the IPOs that are coming up, right? So for SpaceX, Anthropic, and also OpenAI.
01:14 Speaker A
All right, so Mangoes, Tangoes, AI3. Everyone start to take notes on this one.
