Rishi Jaluria
Managing Director of Software Equity Research at RBC Capital Markets. Specializes in analyzing software companies and identifying key market trends.
Best podcasts with Rishi Jaluria
Ranked by the Snipd community
Feb 5, 2025 • 31min
AI Winners and Losers: Navigating Volatility in the Tech Sector with Rishi Jaluria
Rishi Jaluria, a Senior Software Analyst at RBC Capital Markets, breaks down the current tech landscape shaped by generative AI. He discusses Microsoft's evolving strategies, particularly around Azure and Office Copilot, and the significant performance shifts impacting investor sentiment. The conversation explores Salesforce's AI direction, the competitive dynamics among tech giants like Oracle and Alphabet, and the potential for vertical software opportunities. Jaluria emphasizes the future of AI innovation amid market volatility and infrastructure challenges.
Jun 12, 2025 • 40min
How AI Is Reshaping the Tech Power Rankings with Rishi Jaluria
In this conversation, Rishi Jaluria, Managing Director of Software Equity Research at RBC Capital Markets, shares his expertise on the evolving tech landscape. He discusses Microsoft's strategic investments in AI and OpenAI, emphasizing the need for long-term thinking. Rishi delves into Oracle's AI and cloud strategies, while also analyzing Salesforce and HubSpot's growth. The talk highlights macroeconomic factors affecting tech investments and the importance of distinguishing innovation from hype in a rapidly changing environment.
