

Google Shares Surge on Cloud Growth, BYD Beats Tesla on Revenue
Oct 30, 2024

Guest
Brody Ford
Guest
Mel Lagomasino
Guest
Gerard DiPipio
Guest
Manip Singh
Guest
Lyndon Melmed
Guest
Brent Thill

Guest
Steve Huffman
Brody Ford, a Bloomberg reporter, dives into Supermicro's financial woes amid pressing AI infrastructure demands. Mel Lagomasino, CEO of We Family Offices, discusses Alphabet's hefty AI investments. Gerard DiPipio sheds light on China's tech advancements impacting the US. Manip Singh reviews big tech earnings and cloud market share dynamics. Steve Huffman, Reddit’s CEO, talks about the platform's financial growth through AI. Together, they explore the competitive landscape between BYD and Tesla in the EV market, highlighting shifting dynamics in technology and investment.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Intro
00:00 • 2min
Supermicro's Audit Challenges and AI Growth
02:23 • 9min
Reddit's Remarkable Stock Surge and BYD's Revenue Triumph
11:12 • 2min
BYD vs. Tesla: A New Era in EV Sales
13:36 • 6min
The Semiconductor Showdown: AI and Market Shifts
20:06 • 6min
Navigating AI in Social Media
26:26 • 8min
Navigating Search and Misinformation
34:32 • 7min
Navigating Immigration Policy in the Tech Industry Amid Election Uncertainty
41:17 • 4min
AI Investment Insights and Tech Earnings Overview
45:46 • 4min