Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Introduction
00:00 • 2min
The Power of Gender-Novea in Tech
01:39 • 3min
The Future of Chatbots
04:56 • 2min
The Future of AI
07:06 • 4min
Marvell's ASIC Design Work Is a Compelling Idea
10:39 • 2min
The Risk-Reward Trade-Off in the Semiconductor Market
12:25 • 2min
How to Optimize Workloads With AI
14:45 • 4min
The Role of AI in Cloud Utilization
18:22 • 3min
The Future of Cyber Security
21:30 • 2min
How to Invest in Software Companies
23:10 • 4min
Tech Valuations in the Year to Date
27:08 • 5min
Semi-Cap Stocks: The Perfect Opportunity Set to Make and Drive Long Term Alpha
32:36 • 3min
NVIDIA: A Chip Name That We Own
36:00 • 4min