Yesterday
Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
(0:00) Bestie intros (1:19) Chip stocks crash, Leopold Aschenbrenner's $20B fund gets margin called (20:20) China's advantage and green shoots for the US economy (34:12) Frontier Labs say "SLOW DOWN AI" (1:01:15) Why are frontier labs "burning books"? (1:14:45) Socialism Corner: ... Show More
1h 36m
Jul 28
The $1/Hour Worker: Four Robotics CEOs on Humanoids at Home, China's Threat, and the End of Dangerous Jobs
(0:00) Intro: Humanoids, Robots, & AI+ (0:57) ANYbotics' Dr. Péter Fankhauser: Why ANYbotics Bet the Company on Four-Legged Robot Dogs, Not Humanoids (13:18) Dr. Péter Fankhauser: China's Armed Robot Dogs Are "Stupid and Risky" — Inside the Terminator Debate (15:01) NEO's Bernt B ... Show More
1h 8m
Jul 24
The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
(0:00) Bestie intros! (0:18) The fight to save open source AI: Kimi K3 panic, Anthropic/OpenAI regulatory capture (27:38) Anthropic/OpenAI historic growth rates, China's long game (48:29) Anthropic's $1.5B piracy settlement and the great IP theft hypocrisy (1:07:12) Google and Te ... Show More
1h 33m
Oct 2025
The Fed Slashes Rates Again & Big Tech’s Endless AI Spending
Episode 703: Neal and Toby recap big tech earnings coming from Meta, Microsoft, and Alphabet. Then, the Fed makes its 2nd rate cut for the year as well as ending the effort to reduce its balance sheet, all while acknowledging the data blackout from the government shutdown. Also, ... Show More
31m 31s
Jan 2025
SOTS 2nd Hour: Big Tech Gets Wrecked, A Quantum Slump, the State of Commercial Real Estate 1/8/2025
<p>Carl Quintanilla, Sara Eisen and David Faber began the show with stocks in the red as higher yields continued to bite. Sara broke down the morning’s data – ADP & Jobless Claims – ahead of a big interview with Outgoing Treasury Secretary Janet Yellen, and the team discussed the ... Show More
42m 58s
Nov 2023
OpenAI Closes Door on CEO Sam Altman
Bloomberg Technology Co-Host Ed Ludlow, Bloomberg News AI Reporter Rachel Metz and Crawford Del Prete, President at International Data Corp break down the news of the firing of OpenAI CEO Sam Altman and the evolving drama for the company and the tech industry. Laurence Kotlikoff, ... Show More
46m 15s
Nov 2024
Meta’s AI Promise, Microsoft’s Disappointing Beat & Why Google Should Spin Youtube
Scott and Ed open the show by discussing the U.S.’s GDP growth, Reddit’s earnings, Eli Lilly’s third quarter drug sales, and xAI’s new funding round. Then Scott and Ed break down big tech’s earnings and discuss how the tech companies are using capital as a weapon. They also exami ... Show More
52m 16s
Dec 2023
Of Mega Trends and VC Men | Okay, Computer.
On this episode of Okay, Computer. Dan Nathan is joined by Josh Wolfe of Lux Capital and Rick Heitzmann of FirstMark Capital for a conversation about investing in private tech, the macro environment and geopolitical hotspots.
Key Insights from the Pod:
Intro (Listen to the las ... Show More
54m 19s
Mar 2025
Tech Rout Wipes Away $1.1T & Another ‘DeepSeek’ Moment?
Episode 536: Neal and Toby talk about the tech stock meltdown that results in one of the worst days for the tech-heavy Nasdaq. Then, Canada has elected a new prime minister, former banker Mark Carney, who promises to combat US tariffs. Also, another Chinese AI tool just dropped a ... Show More
27m 40s
Jun 2021
Big Tech In the Capitol Hill Crosshairs -- Cramer Speaks out, Microsoft Joins the $2T Club, Powell Calms the Markets, Southwest's Kelly to Step Down As CEO, Morgan Stanley's Message to Unvaccinated Employees, Buffett Makes a $4.1B Philanthropic Donation and Resigns from the Gates Foundation, plus Bi
Carl Quintanilla, Jim Cramer and David Faber kicked off the show with a closer look at big tech under fire: The House Judiciary Committee set for a markup of antitrust bills which include legislation aimed at breaking up tech giants. Apple among the companies firing back at Congr ... Show More
45m 32s
