I'm very intrigued by Sam Altman at OpenAI. I think consumers are really focused on EVs, not Tesla necessarily, but the whole market and started to turn their heads towards these new products. There's some creative stuff happening in air batteries and physical materials where clean energy can be used. We'll see if I'm a consumer or business consumer right now because everything's in stasis that has happened before.
Rapid-fire layoffs, activist investors at the gate and tumbling stock prices — tech has had a bad year. But Kara tells Nayeema she’s seen it all before and that the industry, if not all its captains, will survive this shake-up, too. In the panel interview, Kara is joined by two other journalists: Jessica Lessin, founder and CEO of The Information, a scoop-laden tech news platform covering Silicon Valley, and William Cohan, a former M&A banker and a founding partner at Puck, another excellent source for scoops.
They tackle what’s behind the long decline, and recent rally, of tech stocks, and when and how the Valley will bounce back. Then they zoom in on what Meta, Google, Microsoft, Amazon, Apple and Netflix will need to zoom in on to survive the storm. And Jessica offers a theory: the time is ripe for a changing of the old tech guard. Sorry, Elon — it may be time to step aside.
You can find Kara and Nayeema on Twitter @karaswisher and @nayeema.
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