

Nvidia Earnings Expectations and Apple Vision Pro U-Turn
Feb 20, 2024
The podcast discusses Wall Street's expectations for Nvidia's earnings, Apple loyalists returning Vision Pro headset, and Bitcoin's four-week climb. Topics also include Nvidia's growth and competition, Ford's EV price cuts, AI investments and market trends, venture capital firm lobbying in Washington, tech perception shift, and alternative leadership scenarios for Twitter.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
Exploring Nvidia's Growth and Competition in the GPU Market
03:21 • 15min
Venture Capital Pivots, Ford EV Price Cuts, and Bloomberg App Integration
18:26 • 2min
AI Investments, Market Trends, and Shifting Dynamics
19:58 • 12min
Venture Capital Firm's Lobbying Strategy in Washington
31:55 • 2min
Tech Perception Shift and Fintech Merger Talks
33:55 • 9min
Exploring Alternative Leadership Scenarios for Twitter
42:46 • 2min