The dilemma of the supercompany

The index of big US software groups has fallen by about 20 percent over the past year, as investors worry that AI will make software businesses obsolete. Today on the show, Rob Armstrong and Katie Martin make the case that enterprise software isn’t going anywhere. Also on the sho ...  Show more

We’re halfway through the year and the markets are thriving but look different than they did six months ago. The Magnificent Seven are struggling, while chip makers are soaring. Inflation is up but wages are stalling. Today on the show, Katie Martin and Rob Armstrong try to figur ...  Show more

Wall Street reacts to reports that U.S. regulators are preparing to investigate Amazon, Apple, Facebook, and Google over potential antitrust concerns. How worried should investors be? Analysts Andy Cross, Ron Gross, and Jason Moser tackle that topic and debate the age-old investi ...  Show more

Big tech is facing a big moment. With plummeting stock prices, and mass lay-offs, the likes of Google, Twitter and Meta are all - for different reasons - facing some tough questions over how they're being run. Some see this as primarily a result of post-pandemic blues, the rise i ...  Show more

As <a href="https://www.economist.com/business/2023/07/30/is-there-more-to-alphabet-than-google-search?utm_campaign=a.io&utm_medium=audio.podcast.np&utm_source=theintelligence&utm_content=discovery.content.anonymous.tr_shownotes_na-na_article&utm_term=sa.listeners" rel="noopen ...

As <a href="https://www.economist.com/business/2023/07/30/is-there-more-to-alphabet-than-google-search?utm_campaign=a.io&utm_medium=audio.podcast.np&utm_source=theintelligence&utm_content=discovery.content.anonymous.tr_shownotes_na-na_article&utm_term=sa.listeners" rel="noopen ...