Dan Nathan is joined by Trevor Marshall, CTO at Current to discuss recent trends in technology and finance. The episode covers the intricacies of generative AI, including market dynamics, Nvidia's large customer concentration, and the impact of rising rates in Japan on tech stocks and crypto. Trevor also shares insights on using machine learning in FinTech, particularly for customer service and fraud prevention, and the evolution of AI applications in consumer technology with references to Apple and Google’s advancements. Additionally, the discussion touches on the challenges faced by SaaS companies and potential shifts towards enterprise applications of AI. The episode also explores the current state and future of FinTech, emphasizing innovations like earned wage access and the effects of high rate environments on consumer credit.
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- As Regulators Close In, Nvidia Scrambles for a Response (NYT)
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- Klarna Weighs Secondary Share Sale Ahead of IPO (The Information)
- The AI summer (Ben Evans)
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View our show notes here
Learn more about Current: current.com
Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points
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