Podcast Sam Lessin terbaik (2024)

1
Taking Stock of Waning GenAI Euphoria with Current CTO Trevor Marshall 38:41

4d ago38:41

38:41

Dan Nathan is joined by Trevor Marshall, CTO and co-founder of Current, to explore the landscape of tech giants like Microsoft, Apple, Google, and Meta in the realm of AI development and market strategies. The discussion touches on Apple's upcoming iOS 18, Microsoft's AI complexities and its productivity suite, and Google's competitive dynamics in …

1
Algos & Art with Masterworks Founder Scott Lynn 51:18

11d ago51:18

51:18

Dan Nathan and Guy Adami discuss the tech market's recent decline, focusing on Apple and semiconductor stocks. They explore the influence of geopolitical tensions, particularly between Israel and Lebanon, and their impact on tech stocks. The conversation also delves into Apple's future, including its AI capabilities and market performance. The host…

1
Is the GenAI Glass Half Full Or Empty with Deirdre Bosa, Michael Dempsey & Jonathan Godwin 56:10

17d ago56:10

56:10

Dan Nathan is joined by Deirdre Bosa, host of CNBC's TechCheck, to discuss the latest in AI investments, including Google and Amazon's funding in Anthropic, and how these valuations are evolving. They also banter about a New York Times article scrutinizing the future impact of generative AI. The episode highlights the rapid revenue growth in compan…

1
The Morning After 32:35

23d ago32:35

32:35

Dan Nathan and Guy Adami discuss the recent interest rate cut by the US Federal Reserve and its implications for tech stocks and market performance. The conversation delves into the current price action, tech valuations, and the contrasting performances of various sectors, including hyperscalers and enterprise software. They analyze the S&P 500 and…

1
AI’s Trough of Disillusionment with Jeff Richards 44:04

1M ago44:04

44:04

Dan Nathan welcomes Jeff Richards, Managing Partner at Notable Capital, to discuss the current state and trends in both private and public markets, especially regarding generative AI. They explore the evolving valuations of private AI companies, how big names like NVIDIA and Google are influencing market trends, and the dominance of the 'Mag 7' tec…

1
A Lessin In Gen AI with Sam Lessin of Slow Ventures 1:04:34

1M ago1:04:34

1:04:34

Dan Nathan and Deirdre Bosa explore Amazon's strategic investment in Anthropic, the potential of Apple's upcoming AI features, and the importance of cloud service credits in AI investments. The regulatory challenges and future of TikTok in the US market are also scrutinized. After the break, Sam Lessin from Slow Ventures shares his insights on the …

1
Tech Investor Gene Munster on MegaTrends 41:29

1M ago41:29

41:29

Dan Nathan and Gene Munster, founder and partner of Deepwater Asset Management delve into the latest developments in the tech market, focusing on NVIDIA's impending earnings report and the competitive landscape of AI. They discuss expectations for NVIDIA's revenue growth, the implications of supply-demand dynamics, and the ongoing arms race among t…

1
Dan Niles On Mag7 Guidance + Nvidia Earnings Preview 47:29

2M ago47:29

47:29

Dan Nathan and Dan Niles, the founder of Niles Investment Management, dive into a comprehensive discussion on the current macroeconomic landscape, highlighting the implications of Federal Reserve policies and market expectations. They explore the potential for a soft landing in the U.S. economy, emphasizing the critical role of unemployment and inf…

1
Being Human in the Age of AI with Joe Marchese 34:47

2M ago34:47

34:47

Dan Nathan is joined by Joe Marchese, General & Build Partner at Human Ventures, for an in-depth discussion on the intersection of human attention and generative AI. They explore Joe's recent article, 'Human Attention is All You Need,' which critiques the reliance on algorithms over trust in building brands. They also discuss the role of AI in the …

1
A Couple of Talking Heads on GenAI, Crypto & The State of Fintech with Trevor Marshall 42:52

2M ago42:52

42:52

Dan Nathan is joined by Trevor Marshall, CTO at Current to discuss recent trends in technology and finance. The episode covers the intricacies of generative AI, including market dynamics, Nvidia's large customer concentration, and the impact of rising rates in Japan on tech stocks and crypto. Trevor also shares insights on using machine learning in…

1
MegaCap Tech Earnings: What We’ve Learned So Far 31:47

2M ago31:47

31:47

Dan Nathan and Guy Adami explore the recent broad-based selloff in mega cap tech stocks, particularly focusing on Microsoft, Meta, Amazon, and Apple. They analyze the reactions to Microsoft's earnings report and its implications for the semiconductor sector, they discuss the overall health and future prospects of these tech giants, and delve into t…

1
Mega-Cap Earnings Preview With Gene Munster 49:16

3M ago49:16

49:16

Dan Nathan is joined by Gene Munster, Managing Partner at Deepwater Asset Management, to discuss key tech stocks ahead of their earnings reports. Key focus areas include the AI hype cycle and recent NASDAQ sell-off dynamics. They analyze market sentiments, expected pullbacks, and specific stock movements, particularly in the semiconductor space. Go…

1
Will Regulators Beat the Wiz? + The ‘Yes Chef’ Ryan Hardy 1:02:23

3M ago1:02:23

1:02:23

Dan Nathan and Deirdre Bosa, host of CNBC's Tech Check, delve into the AI craze in both public and private markets, analyzing Google's potential $23 billion acquisition of Israeli AI firm Wiz. They discuss the AI industry's rapid growth, the cautious market outlook from influential players like Goldman Sachs and Sequoia Capital, and expectations fo…

1
After The AI Gold Rush with Guy Adami 33:45

3M ago33:45

33:45

Dan Nathan and Guy Adami discuss recent market trends, focusing on the NASDAQ's highs and the outperformance of semiconductor stocks, particularly NVIDIA. They also delve into enterprise software performance, with companies like Salesforce and Adobe dipping in the market. The conversation shifts to AI developments, highlighting Elon Musk’s moves wi…

1
The Way of the Champion with Paul Rabil 1:00:41

3M ago1:00:41

1:00:41

Dan Nathan is joined by Paul Rabil to discuss his new book The Way Of The Champion and his journey as co-founder of the PLL. Dan and Paul reflect on their past interactions, including Rabil's early appearances on CNBC, and delve into how he and his brother have revolutionized the sport through innovative business models, media strategies, and commi…

1
The Killer AI Device is Already in 2 Billion Pockets 22:32

4M ago22:32

22:32

CNBC TechCheck’s Deirdre Bosa joins Dan Nathan on Okay, Computer. European regulators are cracking down on American Big Tech companies with the Digital Markets Act. What's the impact on these firms and will it actually hurt the stock price (2:00)? Is the iPhone the AI device of the future (9:00)? Databricks has the edge on Snowflake, is there any r…

1
Divergences Abound in the Nasdaq 26:19

4M ago26:19

26:19

Dan Nathan and Guy Adami discuss the current state of the public and private markets, focusing on impressive gains in AI-related stocks like Apple, Nvidia, and Microsoft. They delve into the significant market caps of these companies, the potential dangers of their rapid growth, and the likelihood of margin compression due to increased competition.…

1
OnlyDans Redux 51:48

4M ago51:48

51:48

Dan Nathan and Dan Niles of Niles Investment Management discuss key financial and tech topics. They explore expectations for the upcoming Apple Worldwide Developers Conference and its potential impact on Apple's stock. The conversation covers Google, Microsoft, and their advancements in AI, along with Nvidia's future prospects amid expected spendin…

1
WWDC AI Expectations + Catching Cancer Early with Emi Gal and Rick Heitzmann 1:07:07

4M ago1:07:07

1:07:07

Dan Nathan and Guy Adami are joined by Deirdre Bosa to break down and dissect the top headlines in the tech sector this week. The crew dives into recent tech trends, dissects Nvidia's influence in AI, and analyzes post-earnings stock movements of Dell. They explore potential PC upgrade cycles driven by AI and Nvidia's latest AI platform introduced …

1
Not Your Mum's ChatGPT 32:51

5M ago32:51

32:51

Dan Nathan and Guy Adami are joined by Deirdre Bosa, host of CNBC's Tech Check, for an engaging discussion on the latest trends in tech and finance. The episode kicks off with a market overview, highlighting NASDAQ's new highs and the S&P's performance, while also touching on the impact of interest rates on tech valuations. Deirdre shares insights …

1
The Great AI Bake Off + Nvidia Earnings Preview with Gene Munster and Deirdre Bosa 37:34

5M ago37:34

37:34

Dan Nathan is joined by Gene Munster, Managing Partner at Deepwater Asset Management.This week all eyes look to Nvidia as it reports on Wednesday (3:15) and the conundrum Apple has when it comes to third party AI (13:30). After the break, Deirdre Bosa joins Dan Nathan for an update on Ilya Sutskever and Jan Leike’s OpenAI departures (19:00), Deirdr…

1
Apple AI Ambitions Pan-caked with Ann Bordetsky of NEA + Gokul Rajaram and Michael Gilroy 1:09:15

5M ago1:09:15

1:09:15

Dan is joined by NEA Partner Ann Bordetsky on this week’s Okay, Computer. OpenAI unveils Chat-GPT4o as speculation around a deal with Apple swirls (3:00), did Apple go too far with it’s latest iPad ad (14:30), Google I/O continues to embed AI everywhere it can (22:00), SoundHound AI and Perplexity Partner (24:00), thoughts on AI powered wearables (…

1
When Reality Meets Real Estate with Mauricio Umansky, Founder/CEO of The Agency & Brent Montgomery of Wheelhouse 35:31

5M ago35:31

35:31

On this episode of “Okay, Computer.” Dan Nathan is joined by his “On The Tape” co-host Guy Adami to interview Brent Montgomery, CEO of Wheelhouse, and Mauricio Umansky, Founder & CEO of The Agency and star of the Netflix series “Buying Beverly Hills.” They discuss Brent’s history of creating reality TV shows (3:00), monetizing “Real Housewives of B…

1
Apple Investors On PINS & NVDAs 30:41

5M ago30:41

30:41

On this episode of “Okay, Computer.” Dan is joined by Guy Adami to discuss the latest headlines in big tech. They hit: AMD earnings (4:00), semi stock aftershocks (9:30), CDW Corp/Amazon (15:30), Pinterest (19:30), and Apple earnings preview (23:00). — View our show notes here Learn more about Current: current.com Listen to 'Strategic Alternatives'…

1
Big Tech Q1 Earnings Preview with Gene Munster 53:56

6M ago53:56

53:56

Managing Partner at Deepwater Asset Management Gene Munster is back on the pod to preview Big Tech earnings. Netflix stock falls on soft guidance & reporting changes (3:20). We preview quarterly earnings reports for: Tesla (8:00), Meta (15:30), Alphabet (21:30) Microsoft (33:15), Amazon (38:30) and Apple (42:00). The guys wrap with a discussion on …

1
What’s Halvening in AI, FinTech & Crypto with Trevor Marshall 42:56

6M ago42:56

42:56

Trevor Marshall, CTO of Current is kicking back with Dan for an update on all things AI, FinTech and crypto. Topics on the pod today include; a vibe check on Generative AI (3:00), Investors Sitting Out the Latest AI Wave (10:30), can Apple turn the tide when it comes to AI (17:00), the Humane AI pin (24:00), a vibe check on Bitcoin after its weeken…

1
A Notable Update On The IPO Landscape with Jeff Richards + Funders x Founders with Handshake’s Garett Lord 1:11:39

6M ago1:11:39

1:11:39

Dan is joined by Jeff Richards of Notable Capital about structural changes to the firm on top of the name change from GGV Capital (3:15). The guys also discuss Jeff’s view on the startup environment (6:05), AI Valuations May Be Coming Down To Earth (10:45), the interest rate impact on valuations and new investments (15:45), is the 2024 IPO class is…

1
Tech Partying Like Its 2021 with Rick Heitzmann + A Better Way To Carpool with Joanna McFarland CEO of HopSkipDrive 1:01:18

6M ago1:01:18

1:01:18

On this episode of “Okay, Computer,” Dan Nathan and Rick Heitzmann of FirstMark Capital give an update on the IPO market, and what to expect from some of the most valuable unicorns in 2024. Topics they hit include; the Reddit IPO (4:00), IPO outlook for 2024 (10:30), investing in AI (14:00), software haves vs. have nots (21:00), Later, they are joi…

1
Nvidia GTC Debrief with Deirdre Bosa + Getting Book Smart with Literati’s Jessica Ewing and Katie Stanton of Moxxie Ventures 49:04

7M ago49:04

49:04

Deirdre Bosa is back for another edition of Okay, Computer. Deirdre gives us the lowdown on her visit to Nvidia’s GTC 2024 & her interview with Clara Shih of Salesforce (2:00), the quest to break Nvidia’s AI software lock (7:00), Reddit goes public via IPO (12:15), the vibe around private tech (17:15). Later, Dan is joined by Katie Stanton of Moxxi…

1
Apple & Google The AI Underdogs with Gene Munster of Deepwater Asset Management 35:15

7M ago35:15

35:15

On this episode of Okay, Computer. Dan Nathan is joined by Gene Munster of Deepwater Asset Management. Topics they discuss: Nvidia (2:00), why we could see a 10-15% pullback in the stock (10:30), a potential Apple/Alphabet AI deal (17:45), whether Apple could/would buy Perplexity.io (22:00), Google’s Gemini AI (24:45), and how a TikTok ban could im…

1
Tick Tock for TikTok? + Funders & Founders w/ Matt Turck & Florian Douetteau CEO of Dataiku 50:27

7M ago50:27

50:27

CNBC’s Deirdre Bosa is BACK with Dan Nathan to discuss what has the Valley buzzing. TikTok might be forced to part ways with ByteDance, what does this mean for Teemu and Shein (2:00), Perplexity Set To Double Valuation to $1 Billion (10:30), will investors “sell the news” after Nvidia’s GTC 2024 next week (17:00)? After the break, Dan is joined by …

1
Perplexity Making Google a Paranoid Android with CEO Aravind Srinivas and Ann Bordetsky of NEA 1:02:04

7M ago1:02:04

1:02:04

On this episode of Okay, Computer. Dan Nathan and Deirdre Bosa discuss Perplexity vs. other chatbots (2:30), Elon Musk suing Open AI & Sam Altman (7:30), Apple & Google sitting out the AI rally (9:45), and enterprise chatbots taking jobs (22:45). After the break, Dan sits down with Aravind Srinivas, Perplexity CEO and Ann Bordetsky, Partner at NEA …

1
Droughts & Fire: Kara Swisher’s Burn Book & Tech IPO Comeback with RBC’s Jesse Chasse 1:09:33

8M ago1:09:33

1:09:33

On this episode of Okay, Computer. Dan Nathan and Guy Adami sit down with Kara Swisher, author of Burn Book: A Tech Love Story, for an in-depth look at the book and her process for writing it. Later, Dan is joined by Jesse Chasse of RBC Capital Markets to discuss the state of the IPO market (47:30), lessons learned from SPACs/direct listings (53:45…

1
What's In Your Merger Agreement? with Trevor Marshall + Funders x Founders with Ajay Kamat & Ethan Agarwal 1:05:34

8M ago1:05:34

1:05:34

On this episode of Okay, Computer. Dan Nathan is joined by Trevor Marshall, CTO of Current, to discuss a wide-range of headlines dominating the tech/fintech markets this week. They discuss Capital One’s plan to acquire Discover Financial (3:00), Crypto (15:00), and AI winners/losers (23:00). After the break, Dan is joined by Ethan Agarwal, co-found…

1
Funders & Founders with Rick Heitzmann & Zach Reitano + Deirdre Bosa Pods like a Billionaire 1:06:39

8M ago1:06:39

1:06:39

Deirdre Bosa joins Okay, Computer. to talk about all things in tech this week. Teemu takes over the Super Bowl, Is Microsoft Co-Pilot worth the price?. Plus, Deirdre got her hands on the Apple Vision Pro, what's it actually like? Later, Dan is joined by Zach Reitano, Co-Founder & CEO of Ro, and Rick Heitzmann, Co-Founder and Partner at FirstMark Ca…

1
Market Rests On Nvidia’s Shoulders + Reddit Co-Founder Alexis Ohanian & FirstMark's Rick Heitzmann on the AI Revolution 57:18

8M ago57:18

57:18

Dan Nathan and Deirdre Bosa talk Big Tech layoffs, microchips, plus the M&A space After the break, we bring you Dan’s panel from iConnections Global Alts with Alexis Ohanian and Rick Heitzmann of FirstMark Capital. Witness how Alexis Ohanian's journey from founding Reddit to starting Seven Seven Six during the tumultuous year of 2020 has shaped h…

1
The Fate of the Furious Five 28:47

9M ago28:47

28:47

On this episode of Okay, Computer. Dan Nathan and Deirdre Bosa preview a huge week ahead for tech earnings and some of the key themes to watch out for. Topics: Intro Earnings Expectations (3:00) The Rally Around Big Tech (15:30) Google’s Search Dominance (20:00 ) The Headset Wars: Why it's Apple's to Lose (23:05) -- View our show notes here Learn m…

1
New Year, New AI Winners with Gene Munster 59:28

9M ago59:28

59:28

Gene Munster of Deepwater Asset Management is back for his quarterly tech earnings preview! He joins Dan Nathan to discuss Nvidia (5:00), Microsoft (11:00), how interest rates impact tech stocks (19:15), Alphabet (20:30), Amazon (27:00), Meta (32:45), Apple (38:30), Tesla (48:15), and Gene’s AI bubble prediction (57:45). --- View our show notes her…

1
Is Apple On The Edge of AI Glory? Deirdre Bosa Talks AI Hardware 26:40

9M ago26:40

26:40

Dan Nathan is back for another episode of Okay, Computer. This week Deirdre Bosa from CNBC’s TechCheck joins the pod to discuss the biggest headlines in the tech world this year Topics Tech’s Recent Rally (1:00) Years of Efficiency For Tech Companies (5:30) The Year of AI Hardware (7:30) Apple As A Sneaky AI Play? Apple Offers Rare iPhone 15 Discou…

1
OnlyDans Tech Talk with Satori Fund’s Dan Niles 53:45

9M ago53:45

53:45

Tech investor Dan Niles is back! He joins Dan Nathan on this Okay, Computer episode to give his 2024 stock market outlook and top picks Topic Timecodes: Dan’s thought process on the markets (3:00) Interest rates & earnings impact on mega-cap tech (5:15) Apple (9:25) Nvidia (14:00) Tesla (17:45 ) The AI Gold Rush (23:00) Meta (32:45) Amazon (36:15) …

1
Everything Old is New Again with Deirdre Bosa 25:47

9M ago25:47

25:47

Dan Nathan and Deirdre Bosa are back with the latest episode of Okay, Computer., discussing what they are focused on in the tech world this year. Key Insights from the Pod: Tech stocks starting the year off in the red (1:30) Apple downgraded at Barclay’s (7:00) Mega-cap tech’s ad model (10:00) The Year That Big Tech Remembered Ads Are A Good Busine…

1
He Who Forgets Will Be Destined to Remember with Deirdre Bosa 33:45

10M ago33:45

33:45

On this episode of Okay, Computer. Dan Nathan and Deirdre Bosa discuss key tech trends from 2023 and look ahead to 2024. -- View our show notes here Learn more about Ro body: ro.co/okay Learn more about Current: current.com Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @O…

1
Of Mega Trends and VC Men with Josh Wolfe and Rick Heitzmann 54:19

10M ago54:19

54:19

On this episode of Okay, Computer. Dan Nathan is joined by Josh Wolfe of Lux Capital and Rick Heitzmann of FirstMark Capital for a conversation about investing in private tech, the macro environment and geopolitical hotspots. Key Insights from the Pod: Intro (Listen to the last time Josh & Rick were on the pod) (0:00) The interest rate environment …

1
That's The Way Tech Goes, But Don’t Forget It Goes The Other Way Too 27:48

10M ago27:48

27:48

On this episode of “Okay, Computer.” Dan Nathan is joined by Deirdre Bosa of CNBC to discuss the big tech headlines of the week. Key Insights from the Pod: Oracle Sinking on Earnings (1:30) Whether the Big Tech Rally will Broaden in 2024 (5:15) Broadcom (9:15) Google’s Delayed Gemini Gains (12:00) Mag7 Stocks (16:00) Tech Regulation (Read: Google L…

1
Rom Commerce, T-Swift and Personality Cults with Deirdre Bosa, Marcus Collins and Joe Marchese 58:40

10M ago58:40

58:40

On this episode of Okay, Computer. Dan Nathan is joined by Deirdre Bosa of CNBC to discuss Walmart’s “Rom Commerce” play (2:30), Apple still lagging in the generative AI space (7:00), Nvidia sideways since May (11:00), China issues for EV manufacturers (14:00), Uber joins the S&P 500 (19:00) and the late bloomers of the 2024 IPO class (24:30) Later…

1
A Huge and Not Boring Podcast with Cleo Abram, Packy McCormick and Deirdre Bosa 57:56

11M ago57:56

57:56

On this episode of Okay, Computer. Dan Nathan and Deirdre Bosa discuss e-commerce stocks surging after Black Friday/Cyber Monday (2:30), Fashion Retailer Shein Files Confidentially for US IPO (5:00), the Temu & Shein effect on US retailers (10:00), the IPO market opening back up (14:00). Later, Dan sits down with video journalist Cleo Abram and Pac…

1
Satya’s OpenAI Arms for Altman 49:27

11M ago49:27

49:27

On this episode of Okay, Computer. Dan Nathan and Deirdre Bosa chat about their first reactions to the OpenAI shakeup when it broke on Friday (2:00), Satya Nadella on CNBC (4:00), risks to Microsoft (9:00), Deidre’s biggest takeaway from the events over the last few days (14:30), and the OpenAI board opening talks for Sam Altman’s return (17:00). L…

1
Whizzing Around the Nasdaq with Guy Adami 23:10

11M ago23:10

23:10

On this episode of Okay, Computer. Dan Nathan is joined by Guy Adami to discuss investors piling into risky assets (2:00), Nvidia adding $50B in market cap over the last 10 trading sessions (7:00), the semiconductor space (10:00), software stocks (14:00), the digital ad space (17:00), FinTech stocks (20:00), and Tesla/EVs (21:30). View our show not…

1
Party on GARP with Deirdre Bosa, Joe Marchese, and Richard Betts 57:16

11M ago57:16

57:16

On this episode of Okay, Computer. Dan Nathan and Deirdre Bosa chat about investors piling back into stocks (2:00), BlackRock going big on mega-cap (5:30), whether the AI bubble is reinflating (10:00), Datadog surging (12:30), OpenAI’s ‘Extinction Event’ For Other AI Startups (15:00), and Uber earnings (19:15). Later, Dan sits down with Joe Marches…

1
Bloom Off The A.I. Rose with Deirdre Bosa, Stuart Sopp & Trevor Marshall 52:00

12M ago52:00

52:00

On this episode of Okay, Computer. Deidre Bosa joins Dan Nathan for a vibe check on big tech earnings. They hit Amazon (3:10), Microsoft (5:50), Anthropic (13:55), the Biden Administration’s AI executive order (18:30), Nvidia (21:10), and Apple’s China problem (24:10). Later, Dan chats with Stuart Sopp and Trevor Marshall of Current to discuss the …

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