Send us a textBig Tech is slashing hundreds of thousands of jobs and blaming artificial intelligence, but there may be more to the story than that. Intel just announced fifteen thousand layoffs yesterday, causing their stock price to plunge. Big Tech, who for over a decade provided all sorts of employee perks may no longer be the dream place to work.Patrick ... Show More
Yesterday
Does OpenAI expect a Government Bailout?
<p>OpenAI has signed $1.4 trillion in infrastructure commitments, but how do they plan to pay for it? Are government subsidies and taxpayer-backed guarantees the next step? In this video, we dive into the financing gymnastics behind the AI revolution, the lobbying for federal sup ... Show More
24m 57s
Nov 16
Trump’s 50-Year Mortgage Plan: What You MUST Know!
<p>Is Trump’s 50-Year Mortgage Plan the answer to America’s housing affordability crisis—or a financial trap? In this video, we break down the economics, politics, and history behind ultra-long mortgages.You’ll learn:* Why a 50-year mortgage might not lower monthly payments as pr ... Show More
20m 5s
Mar 2025
Insiders React: AI Voices Get TOO Real + NVIDIA’s Earnings Drama, Microsoft’s Sneaky AI Move, Alexa’s Big Update
<p>Are you ready for AI that sounds indistinguishable from a human? The future is arriving faster than you might think.</p><p><br></p><p>In this episode, Chris and Yaniv dive into the latest developments in AI, from NVIDIA's blockbuster earnings to Amazon's new AI-powered ... Show More
50m 3s
Mar 2025
Insiders React: Return of Digg + Wall Street Panic, Bitcoin Strategic Reserve, Apple Delays AI
<p>Is the stock market's recent nosedive just the beginning of a larger economic shift? As tariffs and political uncertainty rock Wall Street, tech giants like Apple are facing unexpected hurdles in the AI race. Meanwhile, an old internet favorite is poised for a surprising c ... Show More
55m 54s
Aug 2024
Gavin Baker - AI, Semiconductors, and the Robotic Frontier - [Invest Like the Best, EP.385]
My guest this week is Gavin Baker. Gavin is the managing partner and CIO of Atreides Management, and he has been on the show many times before. He is one of my favorite investors to talk to and this may be my favorite conversation with him. Gavin first started covering Nvidia as ... Show More
1h 31m
Jan 2025
DeepSeek Disrupts, Big Tech Responds
The market was left with more questions than answers about the next era of artificial intelligence. As we wait, the hyperscalers keep spending.
(00:44) Jason Moser and Asit Sharma discuss:
- The shockwaves of a cheaper, more efficient option in AI compute, and why big tech lead ... Show More
39m 24s
Jan 2025
Why CEO Matt Garman is willing to bet AWS on AI
Today, I’m talking with Matt Garman, the CEO of Amazon Web Services. Matt took over as CEO last June — you might recall that we had his predecessor Adam Selipsky on the show just over a year ago. That makes this episode terrific Decoder bait, since I love hearing how new CEOs wil ... Show More
1h 5m
Oct 2024
Insiders React: SpaceX’s Big Win + Kamala Backs Crypto, Dubai’s Tech Rise, Replit AI Changes Coding
<p>What if you could build and deploy a full app in minutes, without writing a single line of code?</p>
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<p>In this episode, Chris Saad and Ray Dargham, Co-Founder and CEO at Step, discuss the latest tech news shaping the future for founders and investors. </p>
<p><b ... Show More
51m 44s
Apr 2024
Tech Partying Like Its 2021 with Rick Heitzmann + A Better Way To Carpool with Joanna McFarland CEO of HopSkipDrive | Okay, Computer.
On this episode of “Okay, Computer,” Dan Nathan and Rick Heitzmann of FirstMark Capital give an update on the IPO market, and what to expect from some of the most valuable unicorns in 2024. Topics they hit include; the Reddit IPO (4:00), IPO outlook for 2024 (10:30), investing in ... Show More
1h 1m
Jul 2021
Amazon & Facebook Earnings, Plus Intel, AMD and the Fight for AI
<p>It has been a very busy earnings season and a lot of big tech companies have followed the same pattern -- report good, even great, numbers, then warn that the next quarter may see things slow down. That’s what happened with both Facebook and Amazon. The two companies ostensibl ... Show More
1h 2m