Recode Decode: Richard Walker

Today, I’m joined by Joey Brookhart, an analyst at the chip and AI research firm SemiAnalysis, to help me dig into the story inside the massive Anthropic IPO filing. This isn’t just about a single company’s financials, or its lofty ambitions or frankly ludicrous risk factors, whi ...  Afficher plus

My guest today is Kevin Roose, a journalist and author of the new book The AGI Chronicles. Kevin was a longtime New York Times reporter and host of the popular podcast Hard Fork, but he and friend of the show Casey Newton just left The Times to start the all-new tech podcast Mach ...  Afficher plus

Margaret O’Mara, a professor of history at the University of Washington, joins Scott to discuss how tech has and will continue to shape the economic map of the US, as well as the importance of public investment in the tech sector. Follow Professor O’Mara on Twitter, @margaretomar ...  Afficher plus

Richard Kramer, the founder of Arete, an independent equity research firm, joins Scott to discuss how to think about and assess value in companies. We also hear Richards’s thoughts on the tech space, including why he’s more bullish on YouTube than TikTok.  Scott opens with his th ...  Afficher plus

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss earnings, inflation, interest rates, the impact of AI on Big Tech, NVDA, chips, fabs, Altman’s $7T to meet AI Compute needs, & more ...