Trends with Friends

Too Big To Fail? Too Small To Care? The New AI Landscape | Ft. Josh Mohrer


Listen Later

Join Howard Lindzon, Michael Parekh, Phil Perlman, and special guest Josh Mohrer for a lively discussion on AI innovation, the evolution of venture capital, and the marketing leverage revolution. From Tesla's autonomous breakthroughs to TikTok's geopolitical battles, this episode of Trends with Friends unpacks the trends shaping our world—and the opportunities they bring.

📅 Recorded live on January 7, 2025
🎙️ Special Guest: Josh Mohrer, CEO of Wave and former Uber GM
🔑 Brought to you by Stocktwits
Key Topics Covered:
• Josh’s journey from Uber to founding Wave—a powerful AI-driven note-taking app
• The shift from tech to marketing leverage for small businesses
• AI as a game-changer for one-person startups
• The future of autonomous vehicles: Tesla vs. Waymo
• TikTok's geopolitical impact and why a US buyout is imminent
• How the Nifty Nine are transforming venture capital and private equity
• Why Snap may be the next major acquisition target
Chapters:
(00:00) Show introduction and welcome
(02:50) Josh shares his journey from Uber to AI entrepreneurship
(06:00) Tesla’s AI strategy vs. Waymo’s challenges
(12:00) TikTok’s political and economic implications
(18:40) Josh on building Wave and the power of AI for individuals
(27:00) The rise of marketing leverage in business
(35:00) Nifty Nine tech giants and their $200 billion investments
(42:00) The evolving landscape of venture capital and private equity
(50:00) Closing thoughts on trends and opportunities
Explore the intersection of innovation, investment, and AI-driven transformation. Don’t miss this engaging episode!
Today's Charts: https://docs.google.com/presentation/...
Where To Find Howard and Friends:
• Howard - https://stocktwits.com/howardlindzon
• Phil - https://stocktwits.com/ppearlman
• Michael Parekh - https://stocktwits.com/MParekh
• Josh Mohrer - https://x.com/joshmohrer
Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/

...more
View all episodesView all episodes
Download on the App Store

Trends with FriendsBy Howard Lindzon

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

29 ratings


More shows like Trends with Friends

View all
Masters in Business by Bloomberg

Masters in Business

2,172 Listeners

Odd Lots by Bloomberg

Odd Lots

1,906 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

929 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,291 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

1,993 Listeners

Trillions by Bloomberg

Trillions

195 Listeners

The Acquirers Podcast by Tobias Carlisle

The Acquirers Podcast

304 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,078 Listeners

RenMac by Jeff deGraaf, Neil Dutta, & Stephen Pavlick

RenMac

75 Listeners

Excess Returns by Excess Returns

Excess Returns

75 Listeners

Ask The Compound by The Compound

Ask The Compound

316 Listeners

RiskReversal Pod by RiskReversal Media

RiskReversal Pod

804 Listeners

Forward Guidance by Blockworks

Forward Guidance

277 Listeners

On The Tape with Danny Moses by RiskReversal Media

On The Tape with Danny Moses

154 Listeners

Facts vs Feelings with Ryan Detrick & Sonu Varghese by Carson Investment Research

Facts vs Feelings with Ryan Detrick & Sonu Varghese

45 Listeners