About this episode
Yesterday
NVIDIA Earnings Blow Everyone Away
With a company as large and as meticulously covered as NVIDIA, you would think there wouldn’t be anything that surprises us anymore. So much for that thesis. NVIDIA's most recent earnings and guidance blew past everyone’s expectations and setup another stellar year for anything A ... Show More
28m 8s
Aug 26
Meta Platforms Settles Major Lawsuit, Pays $18 Billion
Meta Platforms has been the subject of several lawsuits. By some estimates, the potential fines for these lawsuits were as high as the market cap of the entire company. Today, the company settled several of these high-profile lawsuits for $18 billion and for several changes to it ... Show More
20m 18s
Aug 25
Dick’s Sporting Goods has a Foot Locker Problem
When Dick’s Sporting Goods acquired Foot Locker last year, it was supposed to be a transformative deal that would serve a “broader range of consumers”. Fast forward to today, and the company is still struggling with the integration. Matt, Rachel, and Tyler take a look at the Dick ... Show More
23m 51s
Oct 2024
Prof G Markets: An Nvidia Challenger Files For An IPO + Can A New CEO Turn Nike Around?
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Scott and Ed open the show by discussing Tesla’s quarterly deliveries, a potential CVS breakup, and a venture capital firm’s decision to return money to investors. Then Scott explains the biggest red flag he sees in chipmaker Cer ... Show More
53m 5s
Oct 2024
An Nvidia Challenger Files For An IPO + Can A New CEO Turn Nike Around?
Scott and Ed open the show by discussing Tesla’s quarterly deliveries, a potential CVS breakup, and a venture capital firm’s decision to return money to investors. Then Scott explains the biggest red flag he sees in chipmaker Cerebras Systems as it prepares to go public, but brea ... Show More
53m 5s
Sep 2023
E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
(0:00) Bestie intros! (3:05) GOP Primary update: polling, acceptable candidates, tentpole issues (11:56) All-In Summit 2023 recap (24:12) IPOs and M&A heat up: Arm, Instacart, and Klaviyo go public, Cisco acquires Splunk for $28B, but did the "great reopening" fall short? (42:34) ... Show More
1h 42m
Mar 2024
The Deal Room: Reddit IPO launch & Microsoft's AI talent raid
40m 41s
Feb 2024
Prof G Markets: Nvidia’s Superpower, Reddit’s Democratized IPO, & the Capital One-Discover Deal
Scott discusses what’s unique about Reddit’s upcoming IPO and shares his thoughts on its $60 million AI content licensing deal with Google. We also break down Capital One’s acquisition of Discover, and Scott makes a prediction around whether or not it will be approved. Finally, S ... Show More
49m 44s
Aug 2024
#221: Are We in An AI Bubble?
<p>Anne Marie and Mike break down Google’s $13 billion quarterly AI spend. Can the search king find a way to make its AI investment profitable? The market doesn’t seem to think so.</p><br><p>We then bring you an earnings round-up covering LVMH, Dexcom, Chipotle Mexican Grill, and ... Show More
52m 7s
Jan 2025
DeepSeek is shaking up the AI world
In this podcast episode, Jamie and Jaeden discuss DeepSeek, a Chinese AI company that has made significant waves in the AI landscape and the stock market. They explore the features and limitations of DeepSeek, its impact on Nvidia's stock, and the implications of censorship in AI ... Show More
16m 28s
Mar 2024
Prof G Markets: Reddit Reignites the IPO Market, Microsoft’s AI All-Stars, and Private Equity Perks
Scott breaks down why he bought shares in Reddit’s IPO and what he thinks its first day pop means for the IPO market. He then takes a look at Mustafa Suleyman’s controversial move from Inflection AI to Microsoft. Finally, he explains why Calpers is increasing its investments in p ... Show More
1h 2m
Jun 2023
E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner
1h 58m
Feb 2024
The Deal Room: The sobering of SPACs and the IPO market heats up
34m 41s
Cerebras is approaching chipmaking differently, can it carve out a space for itself in an industry of titans?
(00:45) Asit Sharma and Jason Moser discuss:
The dock workers strike, its daily cost, and the industries it could impact most.
Upcoming AI chip IPO Cerebras, and how the company is approaching high-performance chips differently than the competit ... Show More
<p>In The Deal Room podcast series this week:</p><p><br></p><ul><li>Reddit IPO launch and the bull case for how the business intends to grow in the future</li></ul><p><br></p><ul><li>Microsoft hires DeepMind co-founder Mustafa Suleyman in their latest AI talent raid which is set ... Show More
<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
<p>In this week's episode, we unpack the following four stories in the world of corporate finance.</p><p><br></p><ul><li>Will new SEC rules mean that SPACs (Special Purpose Acquisition Companies) can be more than a bubble-market phenomenon?</li></ul><p><br></p><ul><li>The IPO mar ... Show More
