RiskReversal Pod Okay, Computer: Meet The New Bubble, Same As The Old Bubble with Rick Heitzmann
May 31, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Introduction
00:00 • 2min
The Real Impact of AI on Video Game Advertising
02:29 • 4min
The Buzzword of the Times: AI
06:48 • 2min
The Rise of AI in the Software Industry
08:52 • 3min
Zoom: The Future of Productivity
11:28 • 3min
Zoom's Future
14:14 • 3min
The Future of Social Media
16:50 • 2min
The Importance of Long-Term Growth
19:13 • 4min
The Reality of Corporate VCs
23:20 • 3min
The Historical Stakes of Big Companies Deploying Cash
26:01 • 2min
How to Drive an Internal Rate of Return Over 5%
27:34 • 2min
The Market Cap Weight and the Equal Weight
29:37 • 2min
The Bearishness of the Stock Market
31:19 • 3min