End of an Era

Every few years, a investing theme comes about that momentarily captures the zeitgeist, but then fades into the background just as quickly. Anyone that has invested in nuclear stocks recently is the most recent in a long line of investing trends that get caught up in frantic enth ...  Show more

We’re likely to have two trillion dollar IPOs in the next year with Anthropic and OpenAI eyeing the market. And they’ll join Meta, Google, SpaceX, and more in the AI race. But does anyone really have a durable advantage? We discuss that and where we see opportunities in AI. Travi ...  Show more

Jeff Bezos will step down as Amazon CEO and move into an executive chairman role. Andy Jassy, who has headed up the company’s AWS cloud division will become the news boss. What does this mean for investors and will anything really change? We’ll also be digging into the numbers ...

FOLLOW Jason: https://linktr.ee/calacanis Referenced in this Episode: GeekWire - Amazon Web Services posts record $13.5B in *profits* for 2020 in Andy Jassy's AWS swan song https://rb.gy/k9m3ep CNBC - Amazon reports first $100 billion quarter following holiday and pandemic shoppi ...  Show more

Bloomberg's Caroline Hyde and Ed Ludlow break down why Amazon Web Services CEO Adam Selipsky is stepping down from the job. Plus, OpenAI unveils its updated AI model as Google kicks off its developer conference, and the CEO of Buy-Now-Pay-Later firm Klarna joins as the company ey ...  Show more

Jeff Bezos is stepping down as CEO (but will stick around Amazon). Google releases how much money it made (and lost) in cloud services. Gearbox Software has a new owner, and more! Learn more about your ad-choices at https://www.iheartpodcastnetwork.comSee omnystudio.com/listener ...  Show more