AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Snipd AI
Tech investors and experts Alicia Alfiere, Tim Beyers, and Tim White discuss the differences between public markets and the venture scene, the impact of money on company growth, and Tesla's AI ambitions. They also analyze companies like Walmart, Apple, and Salesforce to highlight the importance of adaptability in tech investing, and delve into the implications of dropping interest rates on industries and companies. The hosts answer audience questions about Twilio's financial management and discuss DataDog's future and Tesla's AI ambitions.
Read more
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Companies that are respectful of the elevated cost of capital will be in a better position.
- Tech investing is not dead, but investors need to be discerning in their approach.
Deep dives
The Importance of Being Respectful of Elevated Cost of Capital
Companies that are respectful of the elevated cost of capital will be in a better position. Salesforce is an example of a company that has shifted its approach and is now benefiting from being respectful of the cost of capital.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode