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
Jun 29
How Big Tech Is Quietly Taking Over AI (Without Mergers)
In the race to dominate generative AI, Big Tech firms haven’t just been building, they’ve been buying. But there’s something strange about most of the deals that they have struck. Companies like Meta, Microsoft, Amazon, Google, and Nvidia are embedding themselves deep within the ... Show More
24m 27s
Jun 24
Trader Rates Biggest Wall Street Films
Patrick Boyle, a former Wall Street trader, rates the biggest finance movies like "The Wolf of Wall Street," "The Big Short," "Rogue Trader" and "American Psycho" for realism.Patrick's Books:Statistics For The Trading Floor: https://amzn.to/3eerLA0Derivatives For The Trading Floo ... Show More
23m 57s
Mar 2025
Insiders React: AI Voices Get TOO Real + NVIDIA’s Earnings Drama, Microsoft’s Sneaky AI Move, Alexa’s Big Update
Are you ready for AI that sounds indistinguishable from a human? The future is arriving faster than you might think.
In this episode, Chris and Yaniv dive into the latest developments in AI, from NVIDIA's blockbuster earnings to Amazon's new AI-powered Alexa to eerily rea ... Show More
50m 3s
Mar 2025
Insiders React: Return of Digg + Wall Street Panic, Bitcoin Strategic Reserve, Apple Delays AI
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 come ... 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 leaders ... 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 9m
Oct 2024
Insiders React: SpaceX’s Big Win + Kamala Backs Crypto, Dubai’s Tech Rise, Replit AI Changes Coding
What if you could build and deploy a full app in minutes, without writing a single line of code?
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.
From crypto policy shifts to grou ... 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
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 ostensibly k ... Show More
1h 2m
Jul 2024
Founders Playbook: Lessons from Riot, Discord, & More
Gaming is not just entertainment—it's a revolution reshaping our culture, technology, and economy. a16z’s Jonathan Lai and Andrew Chen dive into the current gaming renaissance and its future impact. Joining them are Michael Chow, CEO and Steven Snow, CPO of The Believer Company, ... Show More
25m 56s