TBPN

NYSE Gigastream, Jim Cramer Joins, 𝕏 Timeline Reactions | Eric Glyman, John Zito, Katie Deighton

25 snips
Dec 4, 2025
Join market guru Jim Cramer, famed for his lively finance commentary on CNBC's Mad Money, as he shares insights on strategic stock picking and the advantages of monopolies in today's market. Eric Glyman, CEO of Ramp, discusses the entrepreneurial spirit of New York City and how it shapes his company's hiring approach. John Zito from Apollo Asset Management explains the nuances of private credit and its vital role in long-duration financing. Katie Deighton from The Wall Street Journal discusses brands navigating crises and the importance of owning their narratives in the age of social media.
Ask episode
AI Snips
Chapters
Books
Transcript
Episode notes
INSIGHT

GAI Competition Won't Necessarily Become A Monopoly

  • Google entering the AI race with Gemini pressures competitors but won't guarantee a monopoly.
  • Multiple strong players like Anthropic and OpenAI can still find profitable niches despite Google's scale.
INSIGHT

GPUs Stay Dominant Despite Purpose-Built Chips

  • GPUs retain broad-market advantage due to programmability and flexibility.
  • ASICs/TPUs will capture specialized workloads but likely remain a minority share for years.
ADVICE

Balance Product Velocity With Monetization

  • Build in product monetization early even if user growth is prioritized.
  • Public companies must balance product innovation with investor expectations for margins.
Get the Snipd Podcast app to discover more snips from this episode
Get the app