In this episode, Bob introduces Niantic's strategic pivot from gaming to artificial intelligence, examining how this shift could redefine the company's future. The discussion then moves to TomTom's strategic alignment towards AI, exploring its potential impact on navigation and mapping technologies. Bob highlights the increasing demand for AI training data in China, analyzing its implications for the global AI landscape. The episode continues with a look at Shenyang's ambitious plan to become a central hub for AI data, considering its potential to drive regional economic growth. The episode concludes with a recap of the key topics covered.

(0:00) Introduction to Niantic's shift from gaming to artificial intelligence

(2:00) TomTom’s strategic shift towards artificial intelligence

(3:56) Surge in demand for AI training data in China

(6:25) Shenyang’s strategy to become an AI data hub

(6:50) Conclusion and recap of today's episode