In the Know

Diana Wood hosts US Semiconductor Analyst Stacy Rasgon for a topical episode surrounding DeepSeek, a Chinese artificial intelligence company who have had an ‘AI mic drop’ moment, causing a major stir in the markets. In this episode, Stacy provides an update on the ‘latest and greatest’ in the world of AI, plus we delve into who DeepSeek are, the initial reactions, and what this may mean for Open AI and the industry at large. Hosted on Acast. See acast.com/privacy for more information.

Nikhil Devnani, a US Internet Analyst at Bernstein Research, dives into the evolution of Uber, illuminating its journey from a cash-draining startup to a profitable powerhouse. He discusses the competitive landscape Uber faces today, including rivals like Ola and Didi, and its shift towards profitability. The conversation shifts to autonomous vehicles, exploring their potential impact on rideshare and delivery services. Devnani also addresses regulatory challenges, trust issues, and the future of consumer acceptance in this transformative era.

Food Packaging Analyst Alexia Howard joins host Diana Wood on the podcast this week to discuss the potential implications of Make America Healthy Again on the packaged food industry. We look at Robert F. Kennedy Jr’s policies and what impact these could have on food dye, microplastics and the Supplemental Nutrition Assistance Program (SNAP). Plus, we consider new legislations around additives, product promotion, and how education may start to shift the way people think about ultra-processed foods. Hosted on Acast. See acast.com/privacy for more information.

This week, our Asian Autos Analyst Eunice Lee joins us from Hong Kong to discuss electric vehicles with host Richard Moffat. We discuss rising EV penetration in the Chinese market, self-driving tech, the rapid model upgrade cycle and the cost advantages that have seen the emergence of not just competitive but world-leading products. Hosted on Acast. See acast.com/privacy for more information.

Nadine Sarwat, Bernstein’s Americas Alcoholic Beverages & Cannabis Analyst, dives into the intriguing landscape of U.S. whiskey. She offers a fascinating whiskey 101 that highlights its booming popularity and flavor innovations. The conversation shifts to the potential concerns of a whiskey glut, exploring inventory challenges and market dynamics post-COVID. Sarwat also touches on the cyclical trends of flavored whiskey, emphasizing brand integrity and the lessons learned from past beverage trends. A must-listen for spirits enthusiasts!

Senior North America Airlines and Transports Analyst David Vernon joins host Diana Wood on the podcast. In this episode, we take a step back in time and discuss the history of airlines economics and ask what could be different this time around? David discusses segmentation, loyalty programs, the shift in profits and how this sets the stage for the next cycle and impact on the industry overall. He also looks at the appetite for travel from younger consumers and how that will transform the industry in years to come. Hosted on Acast. See acast.com/privacy for more information.

US Life Science Tools & Diagnostics Analyst Eve Burstein joins host Sid Malkani on the podcast this week to discuss the building blocks for helping develop novel therapies and screening for diseases. We touch on genetic testing and its current challenges, new treatments including gene editing, and whether or not there could ever be a shift from invasive to non-invasive screenings. Hosted on Acast. See acast.com/privacy for more information.

US Internet Analyst Mark Shmulik joins host Sid Malkani this week to discuss all things Google. We discuss the rise of Google and its place in the internet hierarchy, the evolution of search, and the impact of AI. Plus, we double-click into the role of regulation today and look to the future to understand what might be next for this complex conglomerate. Hosted on Acast. See acast.com/privacy for more information.

Global Semiconductors Analyst Mark Li joins us on the podcast this week from Hong Kong. Hosted by Richard Moffat, we touch on Moore’s law, supply and demand in the semiconductors industry, and drill down into memory, logic and design. Plus, Mark provides a look at the Chinese landscape, in particular, the impact of sanctions. Hosted on Acast. See acast.com/privacy for more information.

 Nadine Sarwat (Bernstein’s North America Alcoholic Beverages & Cannabis Analyst) is back on the podcast with host Diana Wood, this time to discuss the behavioural trends of Gen-Z and Gen-Alpha. Accounting for 35% of the population today, albeit with limited purchasing power, they will one day become the largest consumers in the American economy. We delve into how these two generations differ from prior Americans of similar ages in a bid to understand the future of overall consumption and allocation of time for generations today and tomorrow.  Hosted on Acast. See acast.com/privacy for more information.