Activision Blizzard: What Microsoft Got for $69 Billion

Activision Blizzard: What Microsoft Got for $...

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The Conundrum of Investing in AI Today

Money continues to pour into AI companies like Anthropic, who announced a $65 billion fundraising round this week. But companies are starting to scrutinize their AI investments, which may not be paying off as hoped. Plus, we discuss some of our lessons of a lifetime investing and ...  Show more

Snowflake Has a Hot New Product

Jon, Matt, and Travis start the episode by talking about Snowflake’s latest financial results that were catalyzed by one of its newest AI product offerings. The team then talks about the sluggish environment for refinancing mortgages as well as the publicly-traded companies that ...  Show more

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