This chapter explores the importance of profitability for a business and its implications for stock value. It discusses the focus on profitability versus investing in generative AI, using C3 AI as an example. The conversation also touches on the balance between profitability and investing in AI among new businesses and the potential upside in stock prices for profitable companies.
How can you use a company’s stock price to give you a window into the future?
(00:21) Bill Barker and Deidre Woollard discuss: - Reasons for skepticism when it comes to AI hype. - How long a leash unprofitable software companies may have. - If being located in SIlicon Valley is still an advantage for tech companies.
(18:20) Asit Sharma and Ricky Mulvey break down the basics of expectations investing and give a framework for applying it to individual companies.
Companies discussed: PATH, AI, ASAN, NVDA
Host: Deidre Woollard Guests: Ricky Mulvey, Bill Barker, Asit Sharma Producer:Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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