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Everything Old is New Again with Deirdre Bosa | Okay, Computer.
Jan 3, 2024
Tech-focused expert Deirdre Bosa discusses topics such as tech stocks starting the year off in the red, Apple's downgrade at Barclay's, the ad model of mega-cap tech companies, rising LinkedIn ad prices, OpenAI's revenue, the AI hype train, the IPO market, and Canva's stock sale.
25:47
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Quick takeaways
- Barclays' downgrade of Apple highlights the potential risks for the company's services division, including slower growth and decreased payments from Google.
- The podcast emphasizes the growing importance of advertising as a revenue stream for tech companies, including the potential entry of Microsoft and Apple into the ad space and the transformative impact on gig economy businesses.
Deep dives
Tech Check: Reviewing the Tech Trends of 2021 and Predictions for 2022
The podcast episode reflects on the major tech trends of 2021, such as the acceleration of e-commerce and work-from-home culture. It also highlights the potential convergence of AI and Web 3, as well as the expected pickup in private market activity. The discussion then shifts to the performance of public markets in the new year, with insights on sentiment, valuations, and the impact of rising yields on high valuation tech stocks. The conversation further explores the advertising landscape and the potential shift towards ad-supported models in streaming services. The episode concludes with discussions on the future of generative AI and the challenges of valuations and IPOs in the tech sector.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode