The dot com bust is not what we're looking at because technology today plays a much greater role. But I will say that some of the parallels around the private markets are there, which is just this exuberant level of funding. That has not caught up yet to the VC market and it's more likely that it will hurt the VC market this year. IPOs have to come back at some point.
ChatGPT is getting plenty of attention, but there are other uses for artificial intelligence that investors should watch. Beth Kindig is the lead technology analyst for the I/O fund. Deidre Woollard caught up with Kindig to discuss:
- Where we are in the cloud adoption cycle - A key narrative playing out in semiconductor earnings - What to learn from companies that went public too quickly
Companies discussed: MSFT, NVDA, TSM, META, AMD
Host: Deidre Woollard Guest: Beth Kindig Producer: Ricky Mulvey Engineers: Rick Engdahl, Heather Horton
Learn more about your ad choices. Visit megaphone.fm/adchoices