This is Equity Monday, our weekly kickoff that tracks the latest private market news, talks about the coming week, digs into some recent funding rounds and mulls over a larger theme or narrative from the private markets. You can follow the show on Twitter here. I also tweet.
Sorry that the show is so delayed today, it's utterly my fault. Regular service retu ... Show More
Apr 17
Tokenmaxxing, OpenAI's shopping spree, and the AI Anxiety Gap
The gap between AI insiders and everyone else is widening, and the spending, suspicion, and even new vocabulary are starting to show it. While OpenAI is busy buying up everything from finance apps to talk shows, a certain shoe company just rebranded as an AI infrastructure play, ... Show More
38m 45s
Sep 2021
Tech turns lower, countdown to Christmas and China’s crackdown continues
Stocks are higher today, but the Nasdaq is in the red over the past week as tech struggles to stack gains.
We’ll speak with a portfolio manager who says Amazon, Google and Facebook are actually undervalued right now.
Plus, there are only 100 shopping days left until Christmas. Fo ... Show More
43m 57s