The chapter delves into Microsoft's decision to step down from the OpenAI board, touching on concerns about antitrust regulations, OpenAI's CEO influence, and the impact on the relationship between the companies. There are discussions regarding the implications of an independent OpenAI led by Sam Altman, focusing on generative AI, data ownership, and the need for regulation to prevent unchecked data consumption.
The market may be overvalued, but some stocks are underpriced.
(00:21) Tim Beyers and Mary Long talk about whether we’re in an AI bubble, lofty tech valuations, and what an unchecked Sam Altman might mean for the rest of us.
Then, (17:28) Sanmeet Deo and Ricky Mulvey discuss energy drinks as investments, and whether Monster or Celsius deserves the title of top dog.
Companies discussed: CRWD, PANW, MSFT, MNST, CELH
Host: Mary Long
Guests: Tim Beyers, Ricky Mulvey, Sanmeet Deo
Engineers: Dan Boyd, Tim Sparks
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