

SoftBank Left Millions on Table in Arm IPO
Sep 15, 2023
SoftBank left millions on the table in the Arm IPO to secure a win for Masayoshi Son. AI as a turning point for ecommerce. Pfizer and Moderna rolling out COVID-19 boosters. Bolt's CEO discusses how AI improves ecommerce. COVID-19 vaccine recommendations and challenges. Mixed messages in the market: automaker stocks, crude oil prices, UAW strike. Level 4460 in the market, Disney selling ABC assets, rising costs of streaming services.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 2min
The Pricing Meeting and Future Implications
01:55 • 6min
Consumer Behavior and Investor Interest in Instacart and ARMS
08:23 • 2min
Bolt: AI-powered payments
09:59 • 9min
Artificial Intelligence's Role in Addressing E-commerce Challenges
19:20 • 2min
COVID-19 Vaccine Recommendations and Challenges
20:53 • 6min
Discussion on COVID variants, vaccine effectiveness, and a travel pill
27:09 • 3min
Mixed Messages in the Market
30:01 • 6min
Market Levels, Disney's ABC Assets, and Streaming Costs
36:08 • 3min