Okay, Computer: AI Why: Conversations with Deirdre Bosa, Dan Teran and Rachael Nemeth

1

Introduction

00:00 • 3min

2

Microsoft's Co Pilot Pricing Rallyes 5% Off of Lows

02:47 • 2min

3

The Air Is Coming Out of the GENERative AI Hype Bubble

05:01 • 2min

4

The So-Called VC Winter

07:31 • 2min

5

JP Morgan's View on Venture Debt Financing

09:48 • 2min

6

The IPO Market Is Freezing for So Long

11:26 • 2min

7

Tesla's 6% Implied Move in the Options Market

13:25 • 2min

8

Tesla's Early Lead in the Build Out of EVs

15:51 • 2min

9

Tesla's Return to Ground

17:49 • 2min

10

Twitter and Threads: A Mobile Social App

20:04 • 2min

11

The Future of Social Media

22:18 • 2min

12

Netflix: The Most Innovative Company in 2021

24:23 • 2min

13

Netflix and the Hollywood Writers and Now Actors Strike

26:18 • 2min

14

Current: A FinTech Company Disrupting Traditional Banking

28:45 • 3min

15

Gutter Capital's Dan Chirani on the Macro Economy

31:30 • 2min

16

The Rise of the Lowest Wage Workers

33:24 • 2min

17

How Managed by Q's Thought Process Evolved to Solve a Challenging Problem

35:51 • 2min

18

The Importance of Accessibility in the Age of COVID

37:23 • 2min

19

The Importance of Deep Industry Expertise in Investing

38:55 • 3min

20

Opus: A Second Language Platform for Businesses With a Frontline Workforce

41:48 • 3min

21

The Future of LLMs

44:35 • 1min

22

The Future of AI

46:04 • 2min

23

AI and the Future of Public Software

48:10 • 2min

24

The Future of Restaurants

49:54 • 2min

25

The Fear of Automation

51:59 • 2min

26

Opus: A Portfolio Company and a Business With a Unique Situation

54:20 • 2min