Liz Hoffman

Liz Hoffman from Semafor, an expert in tech policy, dives into the New York Times investigation on David Sacks and his controversial role in AI policy. She examines the tug-of-war between Silicon Valley’s influence and populist movements, and how investments shape regulatory outcomes. Robert Sockin from Citi analyzes impressive Black Friday sales, attributing them to shifts in e-commerce and AI technologies. He also unpacks the rising trend of buy-now-pay-later options and its impact on consumer behavior.