Pat Gelsinger, CEO of Intel, shares insights on the company’s promising third-quarter results and future strategies. Vivek Ramaswamy, a former presidential candidate, discusses the intersection of technology and policy amid the election. Rameez Shalot analyzes Amazon's strong earnings linked to its cloud business, while Kristen Smith highlights the pressing need for crypto regulation ahead of the election. Together, they explore how political dynamics are shaping the technology sector, including AI's potential impact and the evolving regulatory landscape.

In this insightful discussion, Pat Gelsinger, CEO of Intel and a seasoned tech leader, shares his vision for revitalizing the semiconductor giant. He discusses Intel's strategic overhaul and the challenges of competing in the AI chip market. Joining him are Tom Giles, Ian King, and Joanne Feeney, who delve into Intel's financial performance, potential acquisitions, and the impact of the CHIPS Act amidst political uncertainty. The conversation highlights Intel's recovery efforts and partnerships that could shape future growth in this evolving industry.

Microsoft and Meta's disappointing earnings results caused market jitters. DoorDash celebrated its first operating profit, diversifying into grocery markets. Reid Hoffman discussed tech's impact on the upcoming election and the evolving political landscape. The rise of AI was examined in relation to long-term tech growth and investment prospects. Furthermore, Amazon faces challenges with its Alexa devices amid fierce competition. The podcast also probes the intertwined relationship between tech regulation and political influences.

Brody Ford, a Bloomberg reporter, dives into Supermicro's financial woes amid pressing AI infrastructure demands. Mel Lagomasino, CEO of We Family Offices, discusses Alphabet's hefty AI investments. Gerard DiPipio sheds light on China's tech advancements impacting the US. Manip Singh reviews big tech earnings and cloud market share dynamics. Steve Huffman, Reddit’s CEO, talks about the platform's financial growth through AI. Together, they explore the competitive landscape between BYD and Tesla in the EV market, highlighting shifting dynamics in technology and investment.

Bloomberg's Caroline Hyde and Ed Ludlow break down what to expect from Alphabet, AMD and Reddit reporting earnings after the bell. Plus, SoFi CEO Anthony Noto joins to discuss the company's earnings out earlier in the day, and shares of Trump Media surge and get briefly suspended amid the volatility. See omnystudio.com/listener for privacy information.

Sarah Friar, CFO of OpenAI, shares insights on the company's financial strategies and highlights the need for balancing costs with AI innovation. Daniela Amodei, President of Anthropic, discusses their focus on enterprise customers and the imperatives of AI safety. Bloomberg reporters dive into Russia's acquisition of NVIDIA chips through India and Apple’s new advancements like the AI-powered M4 iMac. Analysts tackle Volkswagen's cost-reduction strategies amid challenges for European automakers and explore the implications for the app market with Bending Spoons' acquisition activities.

Anya Manuel, an expert on U.S.-China relations and technology policy, joins Michael Wolff, CEO of Activate Consulting, to discuss TSMC's impressive chip yields at its U.S. plant. They dive into the implications for U.S. semiconductor ambitions and the competitive landscape with China. Courtney Rosen provides insights into the Biden administration's military AI strategy, while Thomas Martin analyzes the earnings and outlook of the Magnificent Seven tech companies. The conversation also touches on the significant funding boost for Waymo and the evolving tech sector.

David Einhorn, President of Greenlight Capital and a savvy market commentator, joins to discuss Tesla's remarkable earnings boost and its impact on stock performance. He delves into the challenges Tesla faces with its ambitious growth and autonomous future. The conversation also touches on Nvidia's strategic partnership in India and the evolving landscape of AI investment opportunities. Einhorn shares insights into innovative strategies for navigating today's volatile market, emphasizing the importance of adapting to rapid technological changes.

Ross Gerber, President and CEO of Gerber Kawasaki Wealth and Investment Management, shares insights on Tesla's impressive earnings, highlighting a demand rebound in electric vehicles. Co-host Ed Ludlow provides live market analysis, discussing the implications of Tesla's strategy to introduce affordable models while managing potential brand risks. They also tackle Elon Musk's political affiliations and how they may shape the company's reputation and innovation moving forward. The conversation wraps up with a look at investor sentiment and future growth prospects.

In this engaging discussion, Hilary Frisch, a Senior Research Analyst at Clearbridge, dives into the escalating legal feud between Qualcomm and Arm over chip licensing. Mark Gurman shares insights into Apple's strategies amid the turmoil, while Paige Costello discusses how Asana's new AI tools are transforming workflow efficiency. Alex Kendall highlights Wave's expansion into the U.S. autonomous vehicle market, and Fabio Coelho sheds light on Brazil's digital landscape and the ethical use of AI in addressing misinformation.