logo
episode-header-image
Feb 2024
1h 20m

E167: Nvidia smashes earnings (again), G...

All-In Podcast, LLC
About this episode
tail spinning
Up next
Nov 10
Freedom vs. Safety: Axon CEO Rick Smith on the Future of Policing
(0:00) Axon CEO Rick Smith joins David Friedberg (2:39) History of TASER/Axon: brink of bankruptcy to IPO (9:05) Going public during the dot-com crash, selling to police, battling shorts and an SEC investigation, pivoting to software (20:47) Creating the police body cam, surveill ... Show More
55m 36s
Nov 7
Midterm Blood Bath, $4T AI Sell Off, Data Center Freeze, What's Next for Trump
(0:00) Bestie intros! (3:37) Midterms postmortem: What led to a generational GOP collapse? (32:26) How can Trump salvage his presidency? (53:13) Market reaction: Data center fears, $4T in market cap shed, AI ban potential (1:24:21) Science Corner: OpenAI solves Exponential Time H ... Show More
1h 33m
Oct 30
Anthropic S-1 Shocker, Greatest Business Ever? Google's $500B Wipeout, Midterm Predictions
(0:00) Bestie Intros (3:22) Anthropic S-1 Breakdown: Greatest Business Ever? (32:47) AI's Biggest Problem and Anthropic's Doomer Showdown (1:01:57) Google Sheds $500B Market Cap in Worst Day Ever: What Went Wrong? (1:14:17) Final Midterms Predictions and Scenarios Follow the best ... Show More
1h 25m
Recommended Episodes
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. Don’t miss our episodes with: Mis ... Show More
42m 14s
Oct 2025
Big Tech Breaks the Bank for AI
Big tech earnings were the talk of the market this week and we covered a blowout from Alphabet, questions about Meta, and why Amazon has its mojo back. To finish the show, we play “Trick or Treat” and discuss the stocks on our radar. Travis Hoium, Lou Whiteman, and Asit Sharma di ... Show More
42m 1s
Aug 2024
Tech Investor Gene Munster on MegaTrends | Okay, Computer.
Dan Nathan and Gene Munster, founder and partner of Deepwater Asset Management delve into the latest developments in the tech market, focusing on NVIDIA's impending earnings report and the competitive landscape of AI. They discuss expectations for NVIDIA's revenue growth, the imp ... Show More
40m 29s
Dec 2023
That's The Way Tech Goes, But Don’t Forget It Goes The Other Way Too | Okay, Computer.
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 Dela ... Show More
27m 48s
Jul 2024
After The AI Gold Rush with Guy Adami | Okay, Computer.
Dan Nathan and Guy Adami discuss recent market trends, focusing on the NASDAQ's highs and the outperformance of semiconductor stocks, particularly NVIDIA. They also delve into enterprise software performance, with companies like Salesforce and Adobe dipping in the market. The con ... Show More
32m 45s
Oct 2025
Nvidia Just Hit $5 Trillion — Is the Stock Unstoppable?
Ed Elson is joined by Scott Devitt, Managing Director of Equity Research at Wedbush Securities, to break down Meta and Google earnings. They dig into why Meta shares fell 9% despite record revenues, and how Google topped $100 billion in quarterly revenue for the first time ever. ... Show More
28m 52s
Sep 2025
Beyond Nvidia: How to spot the next AI breakout for your portfolio
Nvidia (NVDA) is stealing the AI spotlight, but the sector’s bench runs so much deeper. In this episode of Stocks in Translation, Epistrophy Capital Research Chief Market Strategist Cory Johnson joins host Jared Blikre and Senior Reporter Allie Canal to discuss the latest in AI. ... Show More
24m 45s
Sep 2025
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, Brad and Clark Tang sit down with Jensen Huang, founder & CEO of NVIDIA, for a sweeping deep dive on the new era of AI. From the $100B partnership with Ope ... Show More
1h 44m
May 2023
Googling with AI, Topgolf Off its Game, sweetgreen Goes Robotic
Episode 57: Welcome back Kyle Hagge! Neal and Kyle dive into Google's I/O presentation yesterday, and of course the tech giant is very high on AI. Plus, are the guys bullish on an $1,800 foldable phone? They also break down the latest earnings including losses from Disney and... ... Show More
25m 27s
Listen to millions of songs and podcasts on Anghami