

Rare Apple Sell Call, Using Data to Predict Behavior
Jan 8, 2025
Craig Moffett, Founding Partner at MoffettNathanson, shares his bold downgrade of Apple stock, citing challenges in China and declining iPhone shipments. Sandra Matz, a Columbia Business School professor, delves into her research on predicting human behavior through data, highlighting the downside of tech companies' misaligned incentives. The conversation also touches on the intrusive nature of data collection and its impact on consumer behavior, raising concerns about mental health and regulatory needs in the digital age.
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Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Apple's Financial Landscape and Risks
01:58 • 12min
Navigating the Shift to Streaming: Challenges for Legacy Media
13:33 • 2min
The Shift from Fact-Checking to Community Notes
15:23 • 7min
Exploring Misaligned Incentives in the Digital Age
22:49 • 2min
The Intrusiveness of Data Collection and Consumer Behavior
24:33 • 3min