Episodes
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Dan Nathan and Dan Niles of Niles Investment Management discuss key financial and tech topics. They explore expectations for the upcoming Apple Worldwide Developers Conference and its potential impact on Apple's stock. The conversation covers Google, Microsoft, and their advancements in AI, along with Nvidia's future prospects amid expected spending digestion. They touch on Tesla's market challenges and job cuts in the tech industry. Additionally, they consider the implications of elections and geopolitical events on the economy, projecting potential market shifts and stressing the importance of data dependency and adapting to changing scenarios.
Checkout Dan Niles on Twitter
Timecodes
0:00 - Intro
4:00 - Dan's Macro Outlook
14:00 - Apple's AI Plan
28:30 - Enterprise Software
39:00 - Is Tesla Screwed?
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Learn more about Current: current.com
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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 Guy Adami are joined by Deirdre Bosa to break down and dissect the top headlines in the tech sector this week. The crew dives into recent tech trends, dissects Nvidia's influence in AI, and analyzes post-earnings stock movements of Dell. They explore potential PC upgrade cycles driven by AI and Nvidia's latest AI platform introduced at Computex. Elon Musk's "strategic" use of Nvidia AI chips and Apple's prospective partnership with OpenAI ahead of WWDC are also discussed.
After the break, Dan is joined by Rick Heitzmann of FirstMark Capital and Ezra co-Founder Emi Gal as our “Funders x Founders” series returns. The guys are highlighting the company's mission to revolutionize early cancer detection through AI-driven MRI scans, focusing on goals to expand accessibility and improve early detection rates over the next decade.
Timecodes
Pump The Brakes On An Upgrade Cycle (2:00)
Computex (7:30)
Musk Chip Moving (12:00)
Deebo Previews Wwdc (14:30)
Starting Ezra (32:00)
Digital Health X Firstmark (34:30)
Pricing (43:00)
Pushbacks (50:00)
The Future For Ezra (55:00)
Biohacking (59:30)
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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.
We’re on social:
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Dan Nathan and Guy Adami are joined by Deirdre Bosa, host of CNBC's Tech Check, for an engaging discussion on the latest trends in tech and finance. The episode kicks off with a market overview, highlighting NASDAQ's new highs and the S&P's performance, while also touching on the impact of interest rates on tech valuations. Deirdre shares insights on the excitement surrounding AI in Silicon Valley and the reluctance of startups to go public despite market highs.
The conversation then shifts to the "Magnificent Seven" tech stocks, with a particular focus on NVIDIA's staggering market cap growth and its role as a proxy for AI investments. The trio delves into Amazon's AI strategy and its profitability push under Andy Jassy, as well as the resurgence of old tech companies like Dell in the AI hardware space. Speculation arises about Apple's potential AI hardware announcements at WWDC and the challenges generative AI startups face in monetizing their investments in NVIDIA chips. The discussion also covers the different AI models available to consumers and the potential for commoditization in the AI space. Guy raises questions about the relevance of monetary policy and interest rates on the tech market, with Deirdre providing insights from her perspective. The episode also touches on PwC's partnership with OpenAI and its implications for the enterprise Gen AI market.
Articles We’re Reading
Dell Should Keep Shining in Nvidia’s Halo (WSJ)
Nvidia’s Cloud Spending Soars, as It Looks Beyond Chips (The Information)
Hedge funds have never been more long the Magnificent 7 stocks, exceeding last summer’s peak exposure (CNBC)
Google’s AI search setback (Platformer)
China Creates $47.5 Billion Chip Fund to Back Nation’s Firms (Bloomberg)
Apple Set to Unveil AI Strategy at June 10 Developers Conference (Bloomberg)
PwC Set to Become OpenAI’s Largest ChatGPT Enterprise Customer (WSJ)
The Great AI Challenge: We Test Five Top Bots on Useful, Everyday Skills (WSJ)
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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.
We’re on social:
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Dan Nathan is joined by Gene Munster, Managing Partner at Deepwater Asset Management.This week all eyes look to Nvidia as it reports on Wednesday (3:15) and the conundrum Apple has when it comes to third party AI (13:30).
After the break, Deirdre Bosa joins Dan Nathan for an update on Ilya Sutskever and Jan Leike’s OpenAI departures (19:00), Deirdre’s report from Google I/O (23:45), will Apple pick the Gen AI winner when it comes to Google vs OpenAI (28:30) and drama at Amazon (32:30).
Links Mentioned
Checkout MRKT Matrix (Apple Podcasts | Spotify)
Dan Niles on Nvidia (X)
OpenAI’s GPT-4o Demo (YouTube)
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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.
We’re on social:
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Dan is joined by NEA Partner Ann Bordetsky on this week’s Okay, Computer. OpenAI unveils Chat-GPT4o as speculation around a deal with Apple swirls (3:00), did Apple go too far with it’s latest iPad ad (14:30), Google I/O continues to embed AI everywhere it can (22:00), SoundHound AI and Perplexity Partner (24:00), thoughts on AI powered wearables (27:30).
After the break, we bring you a conversation Dan had with Gokul Rajaram and Michael Gilroy at RBC Capital’s Technology Private Company Conference (35:00).
Advertising Memory Lane
Apple’s ‘1984’ Commercial
LG KC910 Renoir Advertisement
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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.
We’re on social:
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On this episode of “Okay, Computer.” Dan Nathan is joined by his “On The Tape” co-host Guy Adami to interview Brent Montgomery, CEO of Wheelhouse, and Mauricio Umansky, Founder & CEO of The Agency and star of the Netflix series “Buying Beverly Hills.” They discuss Brent’s history of creating reality TV shows (3:00), monetizing “Real Housewives of Beverly Hills” and what makes a great show (7:00), Wheelhouse (15:00), casting for reality TV (17:00), being yourself on TV (22:00), the media landscape (27:00), and the real estate market (30:00).
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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.
We’re on social:
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On this episode of “Okay, Computer.” Dan is joined by Guy Adami to discuss the latest headlines in big tech. They hit: AMD earnings (4:00), semi stock aftershocks (9:30), CDW Corp/Amazon (15:30), Pinterest (19:30), and Apple earnings preview (23:00).
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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.
We’re on social:
Follow @dee_bosa on Twitter
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Managing Partner at Deepwater Asset Management Gene Munster is back on the pod to preview Big Tech earnings. Netflix stock falls on soft guidance & reporting changes (3:20). We preview quarterly earnings reports for: Tesla (8:00), Meta (15:30), Alphabet (21:30) Microsoft (33:15), Amazon (38:30) and Apple (42:00). The guys wrap with a discussion on what’s happened to “TikTok Ban” (51:00).
Follow Gene on X: https://x.com/munster_gene
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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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Trevor Marshall, CTO of Current is kicking back with Dan for an update on all things AI, FinTech and crypto. Topics on the pod today include; a vibe check on Generative AI (3:00), Investors Sitting Out the Latest AI Wave (10:30), can Apple turn the tide when it comes to AI (17:00), the Humane AI pin (24:00), a vibe check on Bitcoin after its weekend plunge (29:30), upcoming halving (33:45) & Ethereum (38:45).—View our show notes hereLearn more about Current: current.comListen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-pointsEmail 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 @dee_bosa on TwitterFollow @GuyAdami on TwitterFollow us on Instagram @RiskReversalMediaSubscribe to our YouTube page
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Dan is joined by Jeff Richards of Notable Capital about structural changes to the firm on top of the name change from GGV Capital (3:15). The guys also discuss Jeff’s view on the startup environment (6:05), AI Valuations May Be Coming Down To Earth (10:45), the interest rate impact on valuations and new investments (15:45), is the 2024 IPO class is more resilient than the last round (19:30), Adobe’s skid around a lack of AI (21:30), potential headwinds (32:30), AI as a tailwind for small business (37:30).
After the break, Dan and Jeff are joined by Garrett Lord, co-founder & CEO of Handshake. The trios discuss Handshake’s origin story (41:30), how Handshake compares to competitors like LinkedIn or Indeed (45:00), what drew Jeff to the company (46:00), how Handshake partners with academic institutions (49:20), what attracted Jeff to Handshake’s business model (51:40), the job market for college graduates (55:00), how technology has changed recruiting after college (57:30), the labor market (59:45), the student experience (1:03:30), evolving as a founder and CEO (1:05:30), what excites him about the future (1:09:30)
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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.
We’re on social:
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On this episode of “Okay, Computer,” Dan Nathan and Rick Heitzmann of FirstMark Capital give an update on the IPO market, and what to expect from some of the most valuable unicorns in 2024. Topics they hit include; the Reddit IPO (4:00), IPO outlook for 2024 (10:30), investing in AI (14:00), software haves vs. have nots (21:00), Later, they are joined by Joanna McFarland, Co-Founder & CEO of HopSkipDrive, for the latest installment of Funders x Founders. They discuss The inspiration for starting HopSkipDrive & its early days (31:00), biggest challenges faced & the business model (34:15), navigating the pandemic in 2020 (40:00), solving the school transportation problem with AI software (46:30), safety (52:00), total addressable market and the future with AI (55:30).Reference LinksMatt Turck’s 2024 MAD ReportFidelity’s Twitter MarkdownMost Valuable Private CompaniesHuge AI funding leads to hype and ‘grifting’, warns DeepMind’s Demis Hassabis—View our show notes hereLearn more about Current: current.comListen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-pointsEmail 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 @dee_bosa on TwitterFollow @GuyAdami on TwitterFollow us on Instagram @RiskReversalMediaSubscribe to our YouTube page
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Deirdre Bosa is back for another edition of Okay, Computer. Deirdre gives us the lowdown on her visit to Nvidia’s GTC 2024 & her interview with Clara Shih of Salesforce (2:00), the quest to break Nvidia’s AI software lock (7:00), Reddit goes public via IPO (12:15), the vibe around private tech (17:15).
Later, Dan is joined by Katie Stanton of Moxxie Ventures and Jessica Ewing of Literati for the latest installment of the Funders x Founders series. They discuss the unique way Katie and Jessica met (22:00), the inspiration behind Literati (26:40), their process for picking books (29:15), entering school book fairs (32:15), why investors should be paying attention to this space (38:00), Literati in schools (40:20) and what makes a great investor (45:00).
Use code RISKREVERSAL for $15 in book credit on your first box at literati.com
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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.
We’re on social:
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On this episode of Okay, Computer. Dan Nathan is joined by Gene Munster of Deepwater Asset Management. Topics they discuss: Nvidia (2:00), why we could see a 10-15% pullback in the stock (10:30), a potential Apple/Alphabet AI deal (17:45), whether Apple could/would buy Perplexity.io (22:00), Google’s Gemini AI (24:45), and how a TikTok ban could impact Meta & Snap (29:00).
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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.
We’re on social:
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CNBC’s Deirdre Bosa is BACK with Dan Nathan to discuss what has the Valley buzzing. TikTok might be forced to part ways with ByteDance, what does this mean for Teemu and Shein (2:00), Perplexity Set To Double Valuation to $1 Billion (10:30), will investors “sell the news” after Nvidia’s GTC 2024 next week (17:00)?
After the break, Dan is joined by Matt Turck, Partner at FirstMark Capital and Florian Douetteau, CEO & Co-Founder of Dataiku about the state of Enterprise AI and the “Globalization of Entrepreneurship” (22:00)
Listen: Aravind Srinivas on “Invest Like The Best” with Patrick O’Shaughnessy
Read: Matt’s 2023 MAD Report
Read: Amazon, Google Quietly Tamp Down Generative AI Expectations
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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.
We’re on social:
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On this episode of Okay, Computer. Dan Nathan and Deirdre Bosa discuss Perplexity vs. other chatbots (2:30), Elon Musk suing Open AI & Sam Altman (7:30), Apple & Google sitting out the AI rally (9:45), and enterprise chatbots taking jobs (22:45). After the break, Dan sits down with Aravind Srinivas, Perplexity CEO and Ann Bordetsky, Partner at NEA for the latest installment of our Funders x Founders series (27:30). They hit Aravind’s background (29:00), reinventing search (33:00), what Perplexity is and how it works (38:30), taking share from Google (41:30), revenue sources they are focused on (56:30) and a vibe check on Silicon Valley (57:15).
Articles Mentioned on this Podcast:
Google vs. Google: The Internal Struggle Holding Back its AI (CNBC’s TechCheck)
Elon Musk Suing Open AI & Sam Altman Over Contract Breach (CNBC)
Klarna froze hiring because of AI. Now it says its chatbot does the work of 700 full-time staff (Fortune)
JPMorgan’s AI-Aided Cashflow Model Can Cut Manual Work by 90% (Bloomberg)
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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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On this episode of Okay, Computer. Dan Nathan and Guy Adami sit down with Kara Swisher, author of Burn Book: A Tech Love Story, for an in-depth look at the book and her process for writing it. Later, Dan is joined by Jesse Chasse of RBC Capital Markets to discuss the state of the IPO market (47:30), lessons learned from SPACs/direct listings (53:45), strategic M&A (55:45), the path to going public (48:00), comparisons to the dot com bubble (1:02:00), Uber’s wild ride (1:04:00), and the economic environment right now (1:08:00).
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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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On this episode of Okay, Computer. Dan Nathan is joined by Trevor Marshall, CTO of Current, to discuss a wide-range of headlines dominating the tech/fintech markets this week. They discuss Capital One’s plan to acquire Discover Financial (3:00), Crypto (15:00), and AI winners/losers (23:00).
After the break, Dan is joined by Ethan Agarwal, co-founder and CEO of The Coterie, and Ajay Kamat, partner at Pear VC, for the latest installment of the Funders x Founders series. They discuss their background, creating companies to solve problems, what The Coterie does, how the Silicon Valley Bank debacle impacted their business, the Funder x Founder relationship and current macroeconomic environment.
Checkout Kara's Book
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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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Deirdre Bosa joins Okay, Computer. to talk about all things in tech this week. Teemu takes over the Super Bowl, Is Microsoft Co-Pilot worth the price?. Plus, Deirdre got her hands on the Apple Vision Pro, what's it actually like?
Later, Dan is joined by Zach Reitano, Co-Founder & CEO of Ro, and Rick Heitzmann, Co-Founder and Partner at FirstMark Capital, for the first installment of our Funders x Founders series. They hit Ro’s origin story, stigmas around obesity, what attracted Rick to Ro, and how their relationship has evolved.
Links Referenced
Listen to our last interview with Zach Reitano
FirstMark Leads $88 Million Round in Men’s Health Startup Roman
He Sold Burritos Out of His Apartment Window. Now He’s Running a $7 Billion Startup
Acquired Podcast: The Complete History & Strategy of Novo Nordisk
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View our show notes here
Learn more about Ro body: ro.co/okay
Learn more about Current: current.com
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 talk Big Tech layoffs, microchips, plus the M&A space
After the break, we bring you Dan’s panel from iConnections Global Alts with Alexis Ohanian and Rick Heitzmann of FirstMark Capital. Witness how Alexis Ohanian's journey from founding Reddit to starting Seven Seven Six during the tumultuous year of 2020 has shaped his approach to tech-driven venture capital, focusing on creating deep connections with founders and CEOs. Rick Heitzmann shares insights on forming long-term partnerships with founders, enduring through both triumphs and tribulations, and the importance of due diligence in today's fast-paced investment landscape.
Topics On The Pod
Adam Neumann wants WeWork back
DocuSign Take-Private Put On Ice
Ryan Denehy Tweet
Is it time to ‘Sell Nvidia’?
Mark Cuban's Famous Collar Trade
View our show notes here
Learn more about Ro body: ro.co/okay
Learn more about Current: current.com
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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On this episode of Okay, Computer. Dan Nathan and Deirdre Bosa preview a huge week ahead for tech earnings and some of the key themes to watch out for.
Topics:
Intro
Earnings Expectations (3:00)
The Rally Around Big Tech (15:30)
Google’s Search Dominance (20:00 )
The Headset Wars: Why it's Apple's to Lose (23:05)
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View our show notes here
Learn more about Ro body: ro.co/okay
Learn more about Current: current.com
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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