Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Introduction
00:00 • 2min
Microsoft's Cloud Results: Is There a Push From Chat GPD?
02:13 • 2min
The Magnificent Seven, the Big AI Trade, Do You Have to Now Protect the Downside?
04:09 • 4min
How to Play the Laggards in the AI Tech Trade
08:03 • 2min
Spotify's Earnings Beat Estimates
10:13 • 2min
Spotify's Earnings Missed Expectations
12:11 • 2min
Spotify's Premium Price Hike Will Crimp Back on User Uptick
14:28 • 3min
Xiaomi to Focus on 5G Smartphones and a Lino Product Portfolio in India
17:09 • 3min
The Feds Strike on Amazon's Delivery Force
20:04 • 2min
The Fed's Effort to Suppress Inflation
22:25 • 3min
Generative AI Could Lower Game Production Costs
25:02 • 2min
The Future of Gaming in the Metaverse
26:42 • 2min
The Importance of Deep Engagement in Open World Gaming Platforms
28:14 • 2min
The Importance of R&D in the Age of AI
30:41 • 3min
How to Be a Smart Business Buyer
33:33 • 2min
Elon Musk Explains His Decision to Strip Twitter of Its Bluebird Logo
35:38 • 2min
The Future of Twitter
37:17 • 2min
The Importance of Trust in a Successful Media Brand
38:54 • 2min
Snap to Report Earnings After the Bell Today
40:34 • 2min
Snap's First Quarter of Declining Revenue
42:32 • 3min