Peter Elstrom

In this conversation, Chuck Robbins, CEO of Cisco Systems, discusses the company’s impressive results and the strategic shift toward AI and security following a record quarter. Philippe Bateri from Accel talks about venture funding dynamics and the rise of AI-native applications, especially in Europe. Peter Elstrom provides insights into Tencent's deal with Apple, highlighting its impact on the tech industry. From market reactions to evolving tech strategies, the discussion is packed with insights on the future of AI and its role in investment.

Michelle Lam discusses China's economic data, Peter Elstrom talks about Japan's chipmaking plans, and David Finnerty covers global market reactions. Topics include China's economic recovery, Japan's semiconductor subsidies, and the impact of US and China economic data on global markets.

Topics discussed include US sanctions on Chinese tech firms, China's chip fund, TSMC building in Arizona, Asia markets impact, global economic outlook, chip war escalation, TSMC activities, China's NPC meetings, US-China tech rivalry, tech industry competition, hedging strategies with gold, miners, and Bitcoin.