Rishi Jaluria
Managing Director of Software Equity Research at RBC Capital Markets who analyzes cloud financials and Oracle's capital and margin dynamics in the AI infrastructure build-out.
Top 3 podcasts with Rishi Jaluria
Ranked by the Snipd community
32 snips
Dec 11, 2025 • 38min
Disney Invests $1B into OpenAI’s Sora, China’s AI Talent Wars, Oracle $10B Cash Burn | Dec 11, 2025
Juro Osawa, Asia correspondent, reveals Tencent's aggressive poaching of ByteDance researchers as China's AI talent war heats up. Rishi Jaluria from RBC Capital Markets discusses Oracle's staggering $10 billion cash burn and the investor concerns surrounding its AI cloud expansion. Navin Chaddha of Mayfield introduces the concept of 'cognition as a service', highlighting potential new markets. Lastly, Sandy Hawkins, CEO of TalkShop Live, shares insights on live-stream commerce and how TikTok's strategies influence her platform's growth.
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.
