Glen Kacher
Chief Investment Officer at Light Street Capital
Top 3 podcasts with Glen Kacher
Ranked by the Snipd community
20 snips
Jan 19, 2024 • 56min
What if AI is underhyped?
Glen Kacher, CIO, Light Street Capital, explores the progress of AI, the role of GPUs in AI development, competition in the AI chip industry, state of PC, phone, and auto markets, challenges for SaaS companies, excitement of future technological advancements, and gratitude towards investors.
Nov 7, 2023 • 35min
#24 - Glen Kacher (Chief Investment Officer, Light Street Capital) - AI's Potential Impact on Public Software Companies, How to Conduct Rigorous Research, Lessons learned from Julian Robertson
Glen Kacher, Chief Investment Officer at Light Street Capital, discusses AI's impact on software industry and long-term investing. Topics include Julian Robertson's influence, initial investments, lessons from the dot com bubble, cloud computing's impact, and the potential of LLMs in investing. Balancing business & macro perspectives is also emphasized.
Jul 29, 2024 • 43min
Closing Bell: Mega Cap Moment of Truth 7/29/24
Glen Kacher, a financial expert from Light Street Capital, dissects the fragile state of tech stocks as major earnings reports loom. He explores whether a recovery is on the horizon. Chris Toomey, a Morgan Stanley advisor, shares strategies for guiding high net worth clients through turbulent market waters. The duo also examines significant movements in Tesla and McDonald’s stocks, with insights into the implications of anticipated Federal Reserve decisions and the performance shifts in tech investments, including AI and semiconductor prospects.
