Hosted by Dan Nathan
Joined February 2021
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🆕👌🤖🎙️
Is GenAI about to take a trip into the 'trough of disillusionment?'
Dan Nathan @jrichlive of @notablecap chat hyper scalers and hype cycles on this week's podcast ⤵️
Sponsors @Current & @rbccm
LISTEN: apple.co/3Zlc1FA
WATCH: youtu.be/Umf5r3-9ABg
How long can this AI rally last? @munster_gene reveals the "uncomfortable truth" about the bull market.
Watch now: youtu.be/k3VXlY0pdEU
New OKC pod! Dan Nathan is joined by @munster_gene to preview $NVDA earnings. They also hit the prospects of an AI bubble, $AAPL's September 'Glowtime' event and whether Elon Musk is spreading himself too thin $TSLA
Sponsors @current @RBC
podcasts.apple.com/us/podcas…
Watch or listen to our full podcast with Dan ⤵️
YouTube: youtu.be/sCYw99Teb9s
Apple: apple.co/3SXk0ou
Spotify: shorturl.at/MAsQE
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Catch the full episode with @RiskReversal & @DanielTNiles
We also discuss key trends for $AAPL, $NVDA & concerns over the slowdown in enterprise software [ $SNOW $CRM $ADBE ]
WATCH: youtu.be/vJr3ihxTFbY
LISTEN: link.chtbl.com/okaycomputerp…
If you're long $TSLA then you must hear what @DanielTNiles thinks about Elon & his concerns ahead for the company ⤵️
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You can also watch the podcast on YouTube here!
📺 youtu.be/9kjrqUUBhlg
What's the sentiment around $TSLA heading into its earnings report after the bell today?
@RiskReversal & @munster_gene feel it out on the latest episode ⤵️
You can also watch our full conversation with @dee_bosa on YouTube here ⤵️
youtu.be/t5hGB0yD2C8
🆕👌🖥️ is out now!
@dee_bosa joins @RiskReversal for her $NVDA GTC debrief and the return of Tech IPOs $RDDT $ALAB
++Jessica Ewing of @literati and @KatieS of @MoxxieVentures join us for our Funders x Founders series sponsored by @rbccm @current
🔊 link.chtbl.com/okaycomputerp…
🔥👌🖥️🎙️ @munster_gene of @deepwatermgmt is back w/ @RiskReversal
The Jensen Eras Tour is over, what's next for $NVDA?
How do Apple & Google catch up in Gen AI?
Will TikTok Divestiture Bill lead to outright Ban?
Sponsored by @current & @rbccm
WATCH: youtu.be/y9Y0gTYlTN0
ICYMI: @RiskReversal had a great conversation with
@mattturck of @FirstMarkCap and @fdouetteau of
@dataiku about the state of Enterprise AI and the Globalization of Entrepreneurship
Watch: youtu.be/10WcaE9lNHc
Sponsored by @current @RBC