DeepSeek Disrupts, Big Tech Responds

Amazon is fighting Perplexity over the startup’s shopping agents, showing the legacy tech companies may not be as comfortable with AI innovation as we may think. We also discuss Meta’s AI strategy and why Oracle is growing and taking a big risk in its buildout. Travis Hoium, Lou ...  عرض المزيد

A rush of new competition is flooding into areas like space and nuclear. We take a look at what is real, and what is hype. Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: - What space investments look exciting - Areas of the sector that are overcrowded - Why they are cautiou ...  عرض المزيد

Agenda:

00:00 – The Worst IPO Mis-Pricing Ever: What Really Happened at Figma

02:30 – Fidelity vs Founders: How Important is Fidelity When Going Public

07:00 – Why Founders Secretly Want a Pop, Even ...

Is the stock market's recent nosedive just the beginning of a larger economic shift? As tariffs and political uncertainty rock Wall Street, tech giants like Apple are facing unexpected hurdles in the AI race. Meanwhile, an old internet favorite is poised for a surprising c ...

Follow Prof G Markets: Apple Podcasts Spotify  Scott and Ed open the show by discussing the White House’s employee buyout, Starbucks’ fourth quarter earnings, and the beta launch of T-Mobile’s exclusive Starlink deal. Then they break down Meta, Microsoft, and Tesla’s earnings ...  عرض المزيد

Scott and Ed open the show by discussing the White House’s employee buyout, Starbucks’ fourth quarter earnings, and the beta launch of T-Mobile’s exclusive Starlink deal. Then they break down Meta, Microsoft, and Tesla’s earnings, and examine why big tech has yet to adjust its sp ...  عرض المزيد