Les Morgenstein

Matt Levin is a reporter known for his insights into Nvidia's stronghold on the AI chip market. He discusses why Nvidia remains unmatched despite emerging competitors, delving into challenges from traditional semiconductor companies and potential competition from Chinese firms. Les Morgenstein, the creative force behind Alloy Entertainment, brings insights on evolving narratives in media, highlighting the shift from cable to streaming and the impact of social media on content creation. Their conversation ties technology, entertainment, and consumer trends together compellingly.

Kristen Schwab, a retail industry reporter at Marketplace, joins Les Morgenstein, President and CCO of Alloy Entertainment, to dissect Nvidia's overwhelming dominance in the AI chip market. They explore why Nvidia remains unparalleled and which companies might challenge its reign, including insights on manufacturers like Huawei. Additionally, they examine the evolving consumer landscape, highlighted by Dick's Sporting Goods' success against declining tourism, and discuss the increasing number of single women entering the housing market.