Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Introduction
00:00 • 4min
Are We Going to Have a Pandemic?
04:21 • 5min
How Do You Think About Tech Growth Funds?
09:12 • 3min
The Growth Opportunity Is Not as Big as We Thought
11:53 • 6min
Is It an Old Model?
17:36 • 2min
Google's Relationship With Microsoft Is a Threat
19:57 • 4min
The Growth Driver for Google Cloud Platforms
23:49 • 3min
Cloud Computing - What's Next?
26:21 • 2min
What Is So Interesting About Snowflake?
27:53 • 3min
The Stocks Responded Well Despite What Was Not That Great Quarter
30:28 • 3min
How Are You Feeling About Meta Shares?
33:49 • 3min
Are You Bullish on NVIDIA?
37:05 • 2min
What Do You Think About IBM?
39:22 • 2min