A Double Dose of Big Tech: Salesforce Soars, Musk's "Master Plan" Weighs on Tesla 3/2/23

1

Introduction

00:00 • 2min

2

Salesforce - Is the Top Line Decelerating?

01:38 • 3min

3

Salesforce, What Kind of Moment Are We at if You Are Dissatisfied With Salesforce?

04:26 • 2min

4

Are the Activists Going to Go to a Proxies?

06:04 • 2min

5

Salesforce - Can We Just Get Rid of the Dow?

07:44 • 2min

6

The Dow Is Not the Perfect Measure of Performance, Right?

09:29 • 2min

7

Tesla

11:01 • 2min

8

Is Tesla the Rabbit?

13:01 • 3min

9

Ford F-150 - The Bread and Butter

15:53 • 2min

10

EV Manufacturing Is Hard

17:27 • 2min

11

Macy's a Good Operator in a Very Tough Industry Status

19:56 • 2min

12

Is the Fed Winning the Inflation Battle?

22:17 • 2min

13

Bond Investors Are Sitting Back a Little Bit

23:53 • 2min

14

Can We Keep That Balance Going for a While?

25:29 • 2min

15

Crypto Market Cap Wrong, but Not a Rally.

27:46 • 3min

16

What's Next for AI?

30:44 • 2min

17

I'm in Denial About It a Little Bit

32:38 • 2min

18

Are We Going to Have a Public Oversight Board of AI?

34:17 • 2min

19

The S&P 500

36:01 • 2min

20

The Growth Rates Are Not Going in the Right Direction, Right?

38:29 • 4min

21

I'll Be Listening to You, David. I'm a Big Fan of Matthew McConaughey.

42:24 • 3min