RiskReversal Pod The Tech Investor's Guide To 2026 with Deirdre Bosa and Jeff Richards
30 snips
Jan 7, 2026 
Deirdre Bosa, an anchor at CNBC's Tech Check and a savvy tech journalist, teams up with Jeff Richards, managing partner at Notable Capital, to explore the dynamic world of technology and investment. They discuss CES highlights, including Nvidia's push for autonomous vehicles and Boston Dynamics' advancements. The duo dives into the evolving landscape of AI, potential risks tied to China's tech growth, and the shifting dynamics in private versus public tech markets. They also forecast the future of IPOs and the influential role of private companies in shaping AI adoption across industries.
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Physical AI Is The Next Phase
- CES showed a clear shift from gimmicky consumer gadgets to serious physical AI and robotics demos.
- Deirdre Bosa highlighted Boston Dynamics' Atlas and humanoid robots as the next evolution of AI beyond chatbots.
Tesla Valuation Tied To Robo-Taxi Narrative
- Tesla's market value now hinges more on robotics and robo-taxi ambitions than EV sales.
- Dan Nathan argued investors react more to robot and autonomy headlines than delivery numbers.
London As Neutral Ground For AV Comparison
- London deployments create a neutral testbed to compare U.S. and Chinese autonomy tech under different regulations.
- Deirdre expects Baidu and Waymo in London will reveal surprising Chinese capabilities and cost advantages.
