Nick Seyfield: I would choose the monopoly with current free cash flow over the company that is growing very fast and certainly has some edge over its competition but has yet to show a bottom line profit. The world would adjust much more quickly to the loss of Monday.com if you snapped your fingers and then monopoly provider of nuclear propulsion systems for the US Navy disappeared, he says.
Gordon Moore and Moore's Law helped define a transformational period in technology. We reflect on his legacy and look at how the next chapter of tech leaders are trying to shape the future and the development of AI. (00:21) Tim Beyers discusses: - Moore's Law and Gordon Moore's mark on the tech industry and the world - How semiconductors became such a critical industry - Intel's disciplined approach to capital allocation
AI Open Letter: https://futureoflife.org/open-letter/ai-open-letter/
(15:46) Nick Sciple and Tim Beyers go head to head in our Market Madness Championship. Who will cut down the nets? Companies discussed: INTC, MDNY, BWXT Host: Dylan Lewis Guests: Tim Beyers, Nick Sciple Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks
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