Jeff Richards

Jeff Richards, Managing Partner at Notable Capital with a focus on AI and small business tech, shares insights into today's market volatility and trade policies. He highlights how private company founders are adapting amidst uncertainties. Richards sees long-term growth potential in AI and small business tech while also emphasizing the robust role of cybersecurity. He predicts a challenging 2025 but spots significant chances for innovation in private markets as AI adoption accelerates. Discussions also touch on IPO challenges and private equity dynamics.

Dan Nathan is joined by Jeff Richards, managing partner at Notable Capital, who specializes in tech and AI investments. They dive into Wall Street's skepticism versus Silicon Valley's optimism regarding AI. Jeff reveals how giants like Microsoft and Amazon are boldly investing in AI amid doubts. The conversation highlights the significant gap between private and public market valuations, the rise of companies like Anthropic, and the future potential of agentic AI. Trust and security challenges in AI integration are also discussed, along with the evolving landscape of IPOs and venture capital.

Jeff Richards, a venture investor and managing partner at Notable Capital, shares insights on AI investment amidst earnings season. He discusses the potential froth in the AI trade and highlights areas that may be bubbly. Mike Santoli, CNBC's senior markets commentator, dives into macro analysis, exploring market momentum, volume unwinds, and the implications of the upcoming economic data. Together, they shed light on market dynamics, tech CapEx, and the relationship between government involvement and stock performance.