Historian and urbanist Richard Walker, a professor emeritus at UC Berkeley, talks with Recode’s Kara Swisher about his latest book, Pictures of a Gone City: Tech and the Dark Side of Prosperity in the San Francisco Bay Area.
In this episode: How California has historically been affected by economic growth; the Bay Area’s first tech boom, the 1849 gold rush; ... Show More
Oct 29
Inside Anthropic’s trillion-dollar AI gamble
Today, I’m joined by Joey Brookhart, an analyst at the chip and AI research firm SemiAnalysis, to help me dig into the story inside the massive Anthropic IPO filing. This isn’t just about a single company’s financials, or its lofty ambitions or frankly ludicrous risk factors, whi ... Show More
45m 16s
Feb 2022
The Making of Silicon Valley — with Margaret O’Mara
Margaret O’Mara, a professor of history at the University of Washington, joins Scott to discuss how tech has and will continue to shape the economic map of the US, as well as the importance of public investment in the tech sector. Follow Professor O’Mara on Twitter, @margaretomar ... Show More
55m 44s
Jun 2022
Mania and Smoke Signals in the Markets — with Richard Kramer
Richard Kramer, the founder of Arete, an independent equity research firm, joins Scott to discuss how to think about and assess value in companies. We also hear Richards’s thoughts on the tech space, including why he’s more bullish on YouTube than TikTok.
Scott opens with his th ... Show More
47m 32s
Feb 2024
BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03
<p>Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss earnings, inflation, interest rates, the impact of AI on Big Tech, NVDA, chips, fabs, Altman’s $7T to meet AI Compute needs, & more ... Show More
1h 21m
Jul 2024
Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner
<p>Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss Silicon Valley’s Political 180, META’s Open AI disruption, the importance of a COVID Postmortem and Dr. Jay Bhattacharya, Wiz IPO, FSD 1 ... Show More
1h 17m
Nov 2022
This Is What Happens to Silicon Valley in a Downturn
The US economy may not be in a recession, but Silicon Valley, which had a mega-boom throughout the 2010s, is in a downturn. Tech stocks have tanked and almost every day there are new reports about industry layoffs. So what happens next? What happens to its unique corporate cultur ... Show More
42m 8s
May 2024
Rebecca Solnit: In the Shadow of Silicon Valley
Rebecca Solnit has lived in San Francisco since 1980, but the city she used to know is fast disappearing, ‘fully annexed’, as she puts it, by the tech firms from Silicon Valley. In this episode of the LRB podcast, Solnit reads her piece from the 8 February issue of the paper, bot ... Show More
44m 36s