Microsoft just got the market focused on business results again.
(00:21) Nick Sciple and Dylan Lewis discuss:
- Microsoft posting double digit growth across five segments and continuing to put cap ex to work on AI and the cloud.
- Meta’s advertising present and AI future.
- Why Microsoft is leading big tech and has the best near-term outlook for t ... Show More
Jul 7
Dinosaurs Roar for Comcast and CoreWeave Goes Shopping
Andy Cross and Jason Moser discuss: - Jurassic World Rebirth delivers for Comcast - CoreWeave finally gets it done for CoreScientific - Oracle makes a deal with the federal government - Two stocks to look for if the market pulls back Companies discussed: CMCSA, NFLX, CRWV, CORZ, ... Show More
19m 51s
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
41m 29s
Jun 2024
SaaS Implosion? NVIDIA Eats OpenAI's Lunch, AI Doomsday Predictions, Silicon Valley Revisited (Reacts)
What's happened to B2B SaaS – and will NVIDIA eat OpenAI's lunch? Learn the latest movements in tech startups from industry insiders.
In this week's episode, Chris, Emil and Yaniv discuss: B2B, Or Not To Be: Disappointing guidance from industry giants like Salesforce, ... Show More
48m 44s
Jan 2025
Mike Maples on 100-Baggers, David Swensen & the AI Revolution | #568
Today’s guest is Mike Maples Jr. a partner at Floodgate, a pre-seed and seed-stage venture capital firm that’s invested in companies like Twitter, Lyft, Twitch, Okta. He’s also the author of Pattern Breakers: Why Some Start-Ups Change the Future. In today’s episode, Mike shares h ... Show More
1h 11m
Dec 2023
#190 Top Investment Stories of 2023: A Stock Club Recap
Dive into 2023’s most insightful conversations on investing and personal finance with the "Stock Club" podcast's special year-end episode.
Relive the top highlights featuring industry experts like Michael Lucas, James Early, Derek Riley, and acclaimed author Brian Ferroldi as th ... Show More
32m 56s
Apr 3
20VC: The Daily Deal: Coreweave IPO | Scale Hits $25BN on $2BN EOY Revenue | Sequoia's 25x Return on Wiz | Tech Stocks Tank with Tariffs | Cursor: Defensible or Dangerous Example of Lost Moats in Tech
Welcome to The Daily Deal — the new show with Harry Stebbings and Jason Lemkin, where we break down the biggest stories in tech, venture, and B2B. From market meltdowns to billion-dollar raises, wild valuations, and the drama behind the deals. We’re covering it all! Plus, we’ll b ... Show More
1h 27m
Apr 2024
What’s Working (And What’s Not) Now on Meta and Google Ads With Nick Miller
Ralph Burns and Kasim Aslam, alongside guest Nick Miller, are discussing what’s working now in the nuanced world of media buying, specifically focusing on the latest strategies and pitfalls in digital marketing. They’re exploring the effectiveness of Facebook's Advantage Plus and ... Show More
41m 10s
Jan 2025
#785: The Random Show — 2025 Predictions (AI, Aliens, BTC, and More), New Year’s Resolutions and Strategies, Smart Fitness, The Spinal Engine, New Apps, and Much More
This time, we have a very special episode I recorded with my close friend Kevin Rose. We cover 2025 predictions, AI, Bitcoin, aliens, fitness goals, and much, much more. Please enjoy!Sponsors:Ramp easy-to-use corporate cards, bill payments, accounting, and more: https://Ramp.com/ ... Show More
1h 59m