Dive into the future of generative AI with Mark Murphy, Head of U.S. Enterprise Software Research, Gokul Hariharan, Co-Head of APAC TMT Research, and Jack Atherton, who covers TMT Specialist Sales. In this episode, they explore the burgeoning generative AI landscape: What are companies spending on? What’s going on with custom silicon programs? And where are ... Show More
Aug 21
The new defense playbook: Partnerships, capital, capability
In this episode of J.P. Morgan’s Making Sense, Mark Marengo, head of Diversified Industries Investment Banking, sits down with Derek Chollet, head of the JPMorganChase Center for Geopolitics, to unpack what’s changing across defense and aerospace. They discuss where investment is ... Show More
9m 15s
Aug 18
Global equities check-in: Europe strong, Asia rebuilding
Can international equities keep leading as the rally broadens? In this episode of Making Sense, Edwina Lowe from J.P. Morgan's Data Assets and Alpha Group sits down with Federico Manicardi, head of International Market Intelligence, and Jigar Vakharia from the Positioning Intelli ... Show More
13m 37s
Aug 14
CPI, inflation & IMAX: Why “fun” still feels expensive
Inflation is cooling — at least on paper — so why does a night out still feel shockingly expensive? In this episode of J.P. Morgan’s Making Sense, U.S. rates strategist Harry Downie is joined by senior economist Mike Hanson and David Karnovsky, head of the U.S. Media, Entertainme ... Show More
21m 19s
Feb 2023
Are we on the cusp of a generative AI revolution?
As new artificial intelligence technologies, such as ChatGPT, capture the public’s imagination, are we at a tipping point in technological advancement — or is this the next bubble? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s Eric Sheridan, head o ... Show More
31m 10s
Dec 2024
The Race for AI—Search, National Infrastructure, & On-Device AI
<p>The AI race is on, and 2025 could be its most transformative year yet.</p><p>In this episode, a16z General Partners Anjney Midha and Jennifer Li, and Partner Alex Immerman dive into the trends reshaping AI and its impact on search, infrastructure, and devices.</p><p>We explore ... Show More
42m 45s
Mar 2025
Unlocking AI's Potential in Business
In this podcast episode, Jamie and Jaeden discuss Sam Altman's announcement about a new AI model capable of creative writing. They explore the implications of this technology for side hustles and business growth, the quality of AI-generated content, and the future of AI in creati ... Show More
13m 15s