Our analysts Brian Nowak, Keith Weiss and Matt Bombassei break down the most important tech insights from Morgan Stanley’s Spark Private Company Conference and industry shifts that will likely shape 2026 and beyond.
Read more insights from Morgan Stanley.
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Brian Nowak: Welcome to Thoughts on the Market. I'm Brian Nowak, Morg ... Show More
Oct 2024
Why climate tech startups get this one thing wrong
This might be our wonkiest topic yet: Techno-economic analysis, or TEA.
Before a startup proves its technology is commercially viable, it models how a technology would work. These TEAs include things like assumptions about inputs, prices, and market landscape. They help investor ... Show More
49m 38s
Jul 2023
Tech and AI: 7. Where is AI working already?
Artificial Intelligence is already here. It's being used in products and services you already use, and is working behind the scenes in medicine, transportation, robotics, science, education, the military, surveillance, finance , agriculture, entertainment, retail, customer servic ... Show More
14m 24s
May 2025
Elad Gil: How to Spot a Billion-Dollar Startup Before the Rest of the World
What if the world’s most connected tech investor handed you his mental playbook? Elad Gil, an investor behind Airbnb, Stripe, Coinbase and Anduril, flips conventional wisdom on its head and prioritizes market opportunities over founders. Elad decodes why innovation has clustered ... Show More
1h 36m
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
Sep 2024
How You NEED to Use AI to REVAMP Your Customer Service, Marketing, Sales, Operations, and More w/ Steve Jones from Microsoft
In this episode, host Jay Schwedelson chats with Steve Jones from Microsoft about how small businesses can effectively harness AI to boost efficiency and enhance customer experiences. They explore practical, accessible AI tools and strategies that don’t require extensive technica ... Show More
19m 47s
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