Of Mega Trends and VC Men | Okay, Computer...

Checkout the WAWD Substack: https://whatarewedoingonthedesk.substack.com/ Watch Danny's Interview with Cameron Dawson: https://www.youtube.com/watch?v=zh-wizTNeC0 Guy hosts Danny Moses on the RiskReversal Podcast, recorded on September 11, and they discuss Japan as an epicenter f ...  Show more

Dan Nathan is joined by Gene Munster, Managing Partner at Deepwater Asset Management, for a deep dive into Apple's foldable iPhone Duo launch and what it means for AAPL — plus a broader tour through the week's biggest tech and AI stories: Meta's new agentic AI product Muse, Googl ...  Show more

On episode 197 of The Compound and Friends, ⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠ and ⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠ are joined by Cole Wilcox, Founder, CEO and CIO of Longboard Asset Management to discuss: all things trend following, using systems to overcome emotion, technical analysis, Nvidia, ...  Show more

(0:00) Bestie intros! (6:47) The VC FOMO frenzy in AI (25:22) Current LP mindset, VCs leaving boards, startup cram downs and mark downs (37:23) Macro update: inflation not done, weaker earnings, interest rates (52:01) Marc Benioff channels his inner Elon Musk, the stock-based com ...  Show more

In this episode, Ben, Peter, and Salim discuss recent tech, AI, robotics, and crypto news and what the new administration means for tech enthusiasts.   Recorded on Jan 23rd, 2024 Views are my own thoughts; not Financial, Medical, or Legal Advice. Ben Horowitz is a prominent bus ...  Show more

Josh Wolfe, the co-founder of Lux Capital, joins Scott to discuss his thoughts on the tech regulations coming out of China, and how investors should be thinking about them. He also discusses the sectors he’s keeping tabs on, including space and the metaverse, and the ones that he ...  Show more