Dan Nathan is joined by Trevor Marshall, CTO and co-founder of Current, to explore the landscape of tech giants like Microsoft, Apple, Google, and Meta in the realm of AI development and market strategies. The discussion touches on Apple's upcoming iOS 18, Microsoft's AI complexities and its productivity suite, and Google's competitive dynamics in smart glasses. Meta's advancements in wearables and AI integration across platforms are also highlighted. Trevor shares insights into the impact of AI on productivity, the evolving competition between tech giants, and personal experiences with generative AI tools.

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Learn more about Current: current.com

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Dan Nathan and Guy Adami discuss the tech market's recent decline, focusing on Apple and semiconductor stocks. They explore the influence of geopolitical tensions, particularly between Israel and Lebanon, and their impact on tech stocks. The conversation also delves into Apple's future, including its AI capabilities and market performance. The hosts analyze the performance of semiconductor companies like NVIDIA, Dell, and Micron amid the generative AI trend.

After the break, Dan interviews Scott Lynn, CEO and founder of Masterworks, discussing the opportunity for average investors to invest in high-value art through a fractionalized basis, the performance of contemporary art compared to other asset classes, and the role of low correlation in portfolio diversification. Lynn also reflects on his entrepreneurial journey, the art market's dynamics, and the recent boom and bust in the NFT market.

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Learn more about Current: current.com

Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points

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Dan Nathan is joined by Deirdre Bosa, host of CNBC's TechCheck, to discuss the latest in AI investments, including Google and Amazon's funding in Anthropic, and how these valuations are evolving. They also banter about a New York Times article scrutinizing the future impact of generative AI. The episode highlights the rapid revenue growth in companies like OpenAI and Anthropic, growing interest and skepticism towards AI from big players like Goldman Sachs, with insights from Jim Covello. The conversation touches on consumer applications of AI, such as the use of models from companies like OpenAI and Anthropic by platforms like Perplexity. Bosa explores the strategic moves by Microsoft to train its own AI models and the broader implications for the AI market.

After the break, Dan Nathan is joined by Michael Dempsey, managing partner at Compound VC, and Jonathan Godwin of Orbital Materials, discussing their innovative approach using AI for advanced materials and climate tech. The episode wraps with a look at potential overcapacity in AI infrastructure and shifting strategies in major tech firms.

Further Reading

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Learn more about Current: current.com

Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points

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Dan Nathan and Guy Adami discuss the recent interest rate cut by the US Federal Reserve and its implications for tech stocks and market performance. The conversation delves into the current price action, tech valuations, and the contrasting performances of various sectors, including hyperscalers and enterprise software. They analyze the S&P 500 and Nasdaq's historical performances, the potential impacts of interest rates on technology stocks, and valuations in a broad market context. The discussion also covers individual stocks like Apple, Tesla, Adobe, Microsoft, and the significance of recent trends in network security stocks such as Zscaler.

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View our show notes here

Learn more about Current: current.com

Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points

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Dan Nathan welcomes Jeff Richards, Managing Partner at Notable Capital, to discuss the current state and trends in both private and public markets, especially regarding generative AI. They explore the evolving valuations of private AI companies, how big names like NVIDIA and Google are influencing market trends, and the dominance of the 'Mag 7' tech stocks. The conversation covers the recent Apple event and its potential integration of AI, why software stocks have been soft, and the ongoing challenges in the IPO market. Jeff also shares insights on shifting capital allocations, regulatory dynamics, and the future of AI-driven transformations across various sectors. The discussion ends with a deep dive into the role of private equity firms and the significant influence of private credit in today's higher interest rate environment.

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View our show notes here

Learn more about Current: current.com

Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points

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

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Dan Nathan and Deirdre Bosa explore Amazon's strategic investment in Anthropic, the potential of Apple's upcoming AI features, and the importance of cloud service credits in AI investments. The regulatory challenges and future of TikTok in the US market are also scrutinized.

After the break, Sam Lessin from Slow Ventures shares his insights on the impact of generative AI on venture capital investments, emphasizing the shift towards building sustainable businesses through organic growth and strategic mergers. The episode concludes by reflecting on the broader impact of AI and social media, highlighting the importance of authenticity in the tech space and the long-term opportunities for American entrepreneurs.

Further Reading

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View our show notes here

Learn more about Current: current.com

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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 implications of supply-demand dynamics, and the ongoing arms race among tech giants like Google, Amazon, and Microsoft in the AI sector. The conversation also covers Apple's upcoming September 9th event, where new product announcements could significantly impact consumer interest, and examines Tesla's current challenges amid a shifting electric vehicle market.

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Learn more about Current: current.com

Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points

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Dan Nathan and Dan Niles, the founder of Niles Investment Management, dive into a comprehensive discussion on the current macroeconomic landscape, highlighting the implications of Federal Reserve policies and market expectations. They explore the potential for a soft landing in the U.S. economy, emphasizing the critical role of unemployment and inflation metrics. The conversation extends to the tech sector's 'Magnificent Seven,' focusing on recent earnings trends, AI capital expenditures, and the varying performances of tech giants such as NVIDIA, Microsoft, Apple, and Amazon. They also examine the cyclical nature of tech upgrades, particularly in relation to Apple's latest innovations, and the long-term impact of AI advancements on market dynamics.

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Learn more about Current: current.com

Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points

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Dan Nathan is joined by Joe Marchese, General & Build Partner at Human Ventures, for an in-depth discussion on the intersection of human attention and generative AI. They explore Joe's recent article, 'Human Attention is All You Need,' which critiques the reliance on algorithms over trust in building brands. They also discuss the role of AI in the stock market, focusing on companies like NVIDIA, Meta, and Amazon. The conversation delves into the implications of AI on advertising, commerce, and brand building, and reflects on the broader economic impacts. Additionally, they talk about the challenges and opportunities for startups in the AI space, the future of media and advertising platforms, and the potential for brand erosion due to over-reliance on performance marketing. The episode concludes with insights on the future of generative AI, market valuation, and the importance of building consumer trust.

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View our show notes here

Learn more about Current: current.com

Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points

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

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Dan Nathan is joined by Trevor Marshall, CTO at Current to discuss recent trends in technology and finance. The episode covers the intricacies of generative AI, including market dynamics, Nvidia's large customer concentration, and the impact of rising rates in Japan on tech stocks and crypto. Trevor also shares insights on using machine learning in FinTech, particularly for customer service and fraud prevention, and the evolution of AI applications in consumer technology with references to Apple and Google’s advancements. Additionally, the discussion touches on the challenges faced by SaaS companies and potential shifts towards enterprise applications of AI. The episode also explores the current state and future of FinTech, emphasizing innovations like earned wage access and the effects of high rate environments on consumer credit.

Articles On Our Radar

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View our show notes here

Learn more about Current: current.com

Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points

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

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