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How AI Is Reshaping the Tech Power Rankings with Rishi Jaluria
Dan Nathan hosts Rishi Jaluria, Managing Director of Software Equity Research at RBC Capital Markets, on the Risk Reversal Podcast to discuss the latest Q1 earnings, AI advancements, and broader market themes. They delve into Microsoft's innovative AI strategies and their significant investments in OpenAI. The conversation highlights the importance of long-term perspectives in evaluating AI monetization and market impacts.
Rishi shares insights on the enthusiasm surrounding Oracle's cloud infrastructure (OCI) and its role in the AI landscape, as well as analysis on companies like Salesforce, HubSpot, and MongoDB in the context of their AI and growth strategies. The podcast also explores macroeconomic factors, market sentiments, and the potential implications of geopolitical developments on software businesses.
RBCCM Policies, Disclaimers & Disclosures: https://www.rbccm.com/en/policies-disclaimers.page
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By RiskReversal Media
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Dan Nathan hosts Rishi Jaluria, Managing Director of Software Equity Research at RBC Capital Markets, on the Risk Reversal Podcast to discuss the latest Q1 earnings, AI advancements, and broader market themes. They delve into Microsoft's innovative AI strategies and their significant investments in OpenAI. The conversation highlights the importance of long-term perspectives in evaluating AI monetization and market impacts.
Rishi shares insights on the enthusiasm surrounding Oracle's cloud infrastructure (OCI) and its role in the AI landscape, as well as analysis on companies like Salesforce, HubSpot, and MongoDB in the context of their AI and growth strategies. The podcast also explores macroeconomic factors, market sentiments, and the potential implications of geopolitical developments on software businesses.
RBCCM Policies, Disclaimers & Disclosures: https://www.rbccm.com/en/policies-disclaimers.page
—
FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media
FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media
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