RiskReversal Pod

Okay, Computer: Tailwinds of Disruption with GGV Capital’s Jeff Richards


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Dan and GGV Capital Managing Partner Jeff Richards discuss when investors’ flight from higher-risk assets may end (1:00), Microsoft CEO Satya Nadella’s 2023 outlook (4:00), innovations in artificial intelligence as OpenAI’s ChatGPT catches fire (8:00), where Jeff is seeing the best buying opportunities in tech (10:00), if 2023 will see a resurgence in tech M&A and IPOs (27:00), and the next wave of job cuts hitting the tech industry & how companies are restructuring their businesses (28:00).

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Check out the articles discussed in the episode: 


-CNBC TV18: Microsoft CEO Satya Nadella says there will be 2 more years of pain before a 'massive' tech rally


-Barron’s: Tech’s Bill Is Coming Due. Investors Aren’t the Only Ones Who Will Pay.

—-

View our show notes and transcript here

----

Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.


We’re on social:

Follow Dan Nathan @RiskReversal on Twitter

Follow @GuyAdami on Twitter

Follow us on Instagram @RiskReversalMedia

Subscribe to our YouTube page



—-

Check out the articles discussed in the episode: 


-CNBC TV18: Microsoft CEO Satya Nadella says there will be 2 more years of pain before a 'massive' tech rally


-Barron’s: Tech’s Bill Is Coming Due. Investors Aren’t the Only Ones Who Will Pay.

—-

View our show notes and transcript here

----

Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.


We’re on social:

Follow Dan Nathan @RiskReversal on Twitter

Follow @GuyAdami on Twitter

Follow us on Instagram @RiskReversalMedia

Subscribe to our YouTube page

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