

AI’s Trough of Disillusionment with Jeff Richards | Okay, Computer.
Sep 10, 2024
Jeff Richards, Managing Partner at Notable Capital, shares his insights on the shifting landscape of generative AI and its market impact. He discusses how major players like NVIDIA and Google are shaping valuations and investment trends, while also addressing the challenges facing tech IPOs and the role of the 'Mag 7' stocks. The conversation touches on recent developments at Apple, the slow tech adoption in finance, and the influence of private equity and credit in today’s high-rate environment. It's a deep dive into the future of AI and the complexities of capital allocation.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 6min
Navigating the Tech IPO Landscape
05:49 • 23min
Challenges of Technology Adoption and Financial Management Solutions
28:54 • 2min
Meta's Evolving Narrative and AI Challenges
30:50 • 8min
Navigating AI Interfaces and Personalization Challenges
39:02 • 2min
Investment Trends in Private Markets and Capital Allocation
40:54 • 3min