Positioning Like 1999: Is This a Dot‑Com Replay?

OpenAI inks a big deal with AMD before announcing key partnerships and news at its developers event. Our Mackenzie Sigalos brings the important takeaways while Big Technology’s Alex Kantrowitz on the promise—and peril—of tech’s big spending on AI. Drew Pettit (Citi) and Keith Lerner (Truist Wealth) weigh in on broader market trends. Needham’s Bernie McTernan explains AppLovin’s meteoric rise.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.