We're seeing a lot of sort of right sizing and kind of, I believe Mark Zuckerberg in for meta. He called it the year of efficiencies. Is that something that you're watching for different companies? How well they're there sort of trimming those expenses to match expectations.
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
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