On this episode of “Okay, Computer.” Dan Nathan is joined by Deirdre Bosa of CNBC to discuss the big tech headlines of the week.
Key Insights from the Pod:
Oracle Sinking on Earnings (1:30)
Whether the Big Tech Rally will Broaden in 2024 (5:15)
Broadcom (9:15)
Google’s Delayed Gemini Gains (12:00)
Mag7 Stocks (16:00)
Tech Regulation (Read: Google Los ... Show More
Nov 20
The Most Exciting Time In History with CME Group CEO Terry Duffy
Help Support CME Group's Charitable Efforts By Donating To St. Jude Children's Research Hospital
Guy Adami and Dan Nathan are joined by Terry Duffy, CEO and Chairman of CME Group, at the CME Group Tour Championship in Naples, Florida. They discuss a range of topics including B ... Show More
52m 11s
Nov 18
Unless You're Winning, You're Losing with SoFi's Liz Thomas
Guy Adami and Liz Thomas of SoFi discuss a range of topics including recent Japanese economic trends, the impact of a potential Japanese stimulus on global equities, and the weakening yen. They examine the relationships between various market indicators and their departures from ... Show More
22m 41s
Mar 2024
Big tech earnings and the current AI debates, with Sarah Guo and Elad Gil
Host-only episode discussing NVIDIA, Meta and Google earnings, Gemini and Mistral model launches, the open-vs-closed source debate, domain specific foundation models, if we’ll see real competition in chips, and the state of AI ROI and adoption.
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42m 14s
Jun 2023
E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner
<p>(0:00) Bestie intros: Chamath flies public + Poker recap</p> <p>(8:12) FED pauses hikes momentarily, IPO window status, state of the market</p> <p>(25:10) Film, cold plunge, and sauna talk</p> <p>(33:25) AI's impact on tech and growth stocks surging, Google's position, AI's "$ ... Show More
1h 58m
Mar 2024
Figure’s AI Robot, AI News, Cognition’s Devin, and the biggest AI bet yet! | E1915
<p>This Week in Startups is brought to you by…</p><p>LinkedIn Ads. To redeem a $100 LinkedIn ad credit and launch your first campaign, go to <a href="http://www.linkedin.com/thisweekinstartups" target="_blank" rel="ugc noopener noreferrer">http://www.linkedin.com/thisweekinstartu ... Show More
53m 57s
Dec 2023
Cruise layoffs, exosuits, and why French startups are bubbling up
This is our very last regular news roundup of the year. We still have a lot planned for you, though, with special interviews, guest appearances, and predictions. But that’s all to come. This time ’round we once again had Mary Ann Azevedo and Alex Wilhelm together to hammer throug ... Show More
32m 40s
May 2023
Aaron Burr’s tech angle, blue skies, and no photos at this time
This week Mary Ann, Natasha and Alex got right into it with:
An update on a startup banking partner collapse that wasn't the First, and probably won't be the Last
A section dedicated to sunsetting Poparazzi and a Databricks acquisition (points to whoever can guess how we transi ... Show More
35m 37s
Feb 2024
BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03
<p>Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss earnings, inflation, interest rates, the impact of AI on Big Tech, NVDA, chips, fabs, Altman’s $7T to meet AI Compute needs, & more ... Show More
1h 21m
Jun 2023
💼 “Hot Cubicle Summer” — Big Tech’s remote reversal. Denver’s championship formula. Reddit’s epic blackout.
<p>Google just announced you better clock-in at the office… or you may lose your bonus — It’s big tech’s Great Reversal on remote work.</p><p> The Denver Nuggets just won the NBA finals, but the real story is their owner — He’s won 3 major championships in under 2 years, and we f ... Show More
19m 28s