Motley Fool Money Missing Piece of the AI Spend Puzzle
Sep 3, 2024
In this discussion, film critic and corporate governance expert Nell Minow shares her insights on the summer box office dynamics and the strategic shifts at Disney and Starbucks. She highlights the unexpected success of 'Inside Out 2' and reflects on Disney's leadership challenges amid a rapidly changing industry. The conversation also touches on the importance of creativity in filmmaking, addressing the delicate balance between innovation and franchise reliance. Minow's perspective offers a fascinating look at the intersection of cinema and corporate strategy.
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Episode notes
NVIDIA's Impact and Market Expectations
- NVIDIA's strong earnings demonstrate the ongoing AI boom's impact.
- Beware of high expectations, as the market's response can be unpredictable.
CrowdStrike's Outage and Market Opportunity
- CrowdStrike's outage impacted guidance, but the report remains positive.
- Their AI-native security platform has a large potential market, despite current high valuations.
CrowdStrike's Crisis Management
- CrowdStrike's handling of the IT crisis has been compared to Tylenol's response to the tampering crisis.
- They accepted a "most epic fail award" to demonstrate ownership of the issue.