Bloomberg Technology
Arm Disappoints with Outlook, Vanguard Slashes Fees
Feb 7, 2025
Ben Harburg, founder of Core Values Alpha and managing partner of Novo Capital, dives into the implications of DeepSeek and the future of AI. He discusses the booming investor interest in AI and its transformative effects on technology infrastructure, particularly in establishing major AI data centers. Harburg also highlights the unique challenges in the tech and gaming industries, especially for companies like Roblox. Additionally, he shares insights on the necessity for U.S. startups to bolster their infrastructure in the face of global competition with China.
42:04
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Quick takeaways
- Arm's conservative forecast amidst strong revenue growth highlights the impact of smartphone market trends on chip manufacturers' performances.
- Vanguard's historic fee cuts emphasize its commitment to investor-centric practices, potentially influencing industry standards for cost management.
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