Ok, Cloud
Google is the latest tech company to host a conference full of AI pronouncements. (00:21) Asit Sharma and Deidre Woollard discuss: - Why the market is smiling on Alphabet lately. - How Google’s annou...
9 Apr 202428min
If You Build It, Chips Will Come
Tawain Semiconductor’s plans for Arizona factories just got a bit bigger. (00:21) Jason Moser and Deidre Woollard discuss: - The ambitious plans for U.S. semiconductor growth. - The challenges of bui...
8 Apr 202429min
Grindr Goes Beyond Dating
How do you grow a business where a customer’s success often means they leave your product? George Arison is the CEO of Grindr, a dating app and social media offering for LGBTQ+ individuals. Dylan Le...
7 Apr 202428min
Intangible Greatness
James Rhee is the former CEO of Ashley Stewart, a professor, entrepreneur, and the author of “red helicopter―a parable for our times: lead change with kindness (plus a little math).” Mary Long caught ...
6 Apr 202428min
Four Rules for Using AI
Instead of the age of artificial intelligence, investors might be better off thinking of this as the age of co-intelligence. We dig into how you can embrace AI and put it to use. (00:21) Jason Moser ...
5 Apr 202440min
Is Lemonade A Lemon?
Investors soured on the insurance company. But, what happens if the business can become cash flow positive? (00:21)Yasser El-Shimy and Deidre Woollard discuss: - Why big trucks might become less popu...
4 Apr 202429min
The Chip Biz: Taiwan and Intel
The chip industry is center stage this week – Intel’s foundry losses now might prove negligible as the world looks to diversify beyond Taiwan. (00:21) Asit Sharma and Dylan Lewis discuss: - The 7.5...
3 Apr 202427min
Valuation Matters
Value and growth investors don’t need to be at odds. They’re all playing the same game. (00:21) Jim Gillies and Ricky Mulvey discuss: - Payments company, Nuvei, going private and the deal's winners a...
2 Apr 202430min
