Marketplace Tech Bytes: Week in Review – Spotify is sliding into our DMs
Aug 29, 2025
Jewel Burks Solomon, managing partner at Collab Capital, shares her insights on the latest tech trends. She discusses NVIDIA's surprising earnings report, emphasizing the paradox of strong sales amidst declining share prices. The conversation shifts to OpenAI's commitment to user well-being with updates to ChatGPT for mental health support. Finally, they dive into Spotify's new direct messaging feature, aimed at enhancing user engagement and fostering a more social experience on the platform.
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Big Growth, Small Guidance Miss
- NVIDIA posted record growth with sales up 56% year-over-year despite a slight data-center revenue miss.
- Markets punished the stock mainly because expectations around data-center guidance and China exposure shifted investor sentiment.
AI Excitement Meets Caution
- VC and corporate investors remain excited about AI but are becoming more cautious and selective.
- Companies are slowing adoption to test where AI actually provides durable value.
Trade Uncertainty Hits Forecasts
- Geopolitical and trade tensions meaningfully affect tech forecasts and revenue visibility.
- NVIDIA excluded H20 chip sales to China from guidance, highlighting that uncertainty's direct impact.