Okay, Computer.

著者： Risk Reversal Media
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  • Each week our tricked-out team of tech investors and former operators breakdown the biggest headlines and themes in both public and private markets, with a specific focus on how AI is changing the tech landscape. We will be joined by some of the most influential voices in tech, media, and crypto leaving listeners with fresh perspectives on increasingly complicated topics impacting their lives and investment portfolios. Okay, Computer. Podcast is hosted by Dan Nathan, with regular contributors Deirdre Bosa, Rick Heitzmann, Katie Stanton, and Jeff Richards. RiskReversal's resident luddite, Guy Adami stops in occasionally for Okay, Boomer segments. Follow @OkayComputerPod on Twitter.
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あらすじ・解説

Each week our tricked-out team of tech investors and former operators breakdown the biggest headlines and themes in both public and private markets, with a specific focus on how AI is changing the tech landscape. We will be joined by some of the most influential voices in tech, media, and crypto leaving listeners with fresh perspectives on increasingly complicated topics impacting their lives and investment portfolios. Okay, Computer. Podcast is hosted by Dan Nathan, with regular contributors Deirdre Bosa, Rick Heitzmann, Katie Stanton, and Jeff Richards. RiskReversal's resident luddite, Guy Adami stops in occasionally for Okay, Boomer segments. Follow @OkayComputerPod on Twitter.
個人ファイナンス 経済学
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エピソード
  • Semi Charmed Life Cycle with Gene Munster

    Semi Charmed Life Cycle with Gene Munster
    2025/01/07
    Dan Nathan and Gene Munster from Deepwater Asset Management discuss the current state of the semiconductor market, emphasizing strong performances from tech giants driven by positive forecasts from Foxconn. They delve into hardware trade concerns, Nvidia's outlook, and custom Silicon developments with Broadcom and Marvell. The conversation also touches on potential market risks from macroeconomic factors, software applications of AI, and industry-specific AI use cases in sectors like retail and content creation. Gene offers insights into the future trajectories of these trades while highlighting the challenges and opportunities ahead. — 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 contact@riskreversal.com 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 Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
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    30 分
  • Sticking A Fork In 2024 with Stuart Sopp & Trevor Marshall

    Sticking A Fork In 2024 with Stuart Sopp & Trevor Marshall
    2024/12/24
    In this final episode of the year, Dan Nathan is joined by Stuart Sopp and Trevor Marshall, co-founders of Current, on the Okay, Computer podcast. They delve into FinTech's current state, post-election market trends, the growth and technical advancements at Current, expectations around generative AI, and potential M&A activities in the sector. The discussion also touches upon the evolving role of quantum computing in crypto, the shifts in consumer behavior amid inflation, and the outlook for 2025. Additionally, they explore how companies like Google and Stripe are innovating in AI and blockchain technologies, and end with their views on Bitcoin's future in the face of emerging quantum tech. — 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 contact@riskreversal.com 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 Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
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    48 分
  • Gene Munster Has Faith In The Fateful 8

    Gene Munster Has Faith In The Fateful 8
    2024/12/18
    Dan Nathan and Gene Munster of Deepwater Asset Management discuss significant trends and market shifts observed in 2024 and their potential impact on 2025. They explore the rise of custom silicon, NVIDIA's growth versus AI competition, the macroeconomic uncertainties affecting the tech sector, and the concentrated market power of major tech firms, dubbed the 'fateful eight.' The conversation delves into performances of key companies like Tesla, Apple, Google, and Microsoft, examining their stock rallies, growth strategies, and the evolving AI landscape. The duo also discusses the future of autonomous vehicles and the competitive landscape for Uber and Lyft, emphasizing the precarious balance between hype and substantial advancements in AI and tech innovations. — 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 contact@riskreversal.com 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 Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
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    53 分

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