RiskReversal Pod Meta Zucked It | Okay, Computer.
Jan 14, 2025
Deirdre Bosa, CNBC's Tech Check host and a keen analyst on technology trends, joins the conversation to discuss the impact of macroeconomic factors like inflation and interest rates on tech investments. The potential of AI is explored, with insights into major players like Microsoft and Meta adapting their strategies. Bosa also addresses regulatory challenges and the competition faced by NVIDIA in the AI chip market, alongside the evolving landscape shaped by Apple's declining iPhone sales and the controversies surrounding Mark Zuckerberg.
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Transcript
Episode notes
Macro and Tech
- The 2021 tech downturn and the current Gen AI landscape share similarities, but Gen AI's transformative impact sets them apart.
- Large tech companies' AI spending remains unaffected by rising interest rates due to their defensive nature and cash reserves.
Generative AI's Next Phase
- Advancements in large language models may be reaching a plateau, shifting focus from pre-training to inference.
- This shift has implications for the stock market, particularly for mega-cap tech companies whose CapEx spending might flatten.
Meta's AI Strategy
- Meta's Llama open-source AI model positions them well for the increasing adoption of open-source models.
- Meta's Ray-Ban smart glasses offer a practical application of AI, potentially becoming a killer app in the future.