Analysis of Valuation Disparities and Risks in the Chip Industry

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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