Meta's Stock Plunge + Market Volatility — With Josh Brown of Ritholtz Wealth Management

Meta's Stock Plunge + Market Volatility — With Josh Brown of Ritholtz Wealth Management

Josh Brown is the CEO of Ritholtz Wealth Management and a regular CNBC contributor. Brown joins Big Technology Podcast to discuss what's behind Meta's historic $251 billion stock plunge, and Amazon's equally shocking $190 billion rise. This is a discussion about Meta and Big Tech, but as you listen you'll get a window into market fundamentals like "whisper" earnings targets and why growth stocks are going out of style. We also discuss what happens inside companies when their stock prices plummet. You can find Josh's podcast — The Compound and Friends — here: https://pod.link/1456467014 And here's my 'Metaverse or Bust' story: https://bigtechnology.substack.com/p/for-facebook-its-metaverse-or-bust Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episoder(548)

What Happens If AI Fails?, Subprime Data Center Crisis, How Bad Can SpaceX Get?

What Happens If AI Fails?, Subprime Data Center Crisis, How Bad Can SpaceX Get?

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Could trouble for AI stocks lead to a recession or worse? 2) How the wealth effect might slow consumer s...

24 Jul 0s

OpenAI's Bots Break Containment and Hack Hugging Face Autonomously — With Alex Stamos

OpenAI's Bots Break Containment and Hack Hugging Face Autonomously — With Alex Stamos

Alex Stamos is the former chief security officer at Meta and the chief product officer at Corridor. Stamos joins Big Technology to discuss how OpenAI models reportedly escaped a testing environment, a...

22 Jul 0s

Kimi K3 & AI’s Price War, What Happened To Google?, OpenAI’s Partner Trouble

Kimi K3 & AI’s Price War, What Happened To Google?, OpenAI’s Partner Trouble

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Kimi K3's benchmark breaking results 2) How Kimi K3 fits alongside MuseSpark 1.1 and Grok 4.5 3) What ar...

17 Jul 1h

AI Pioneer Jürgen Schmidhuber: AI Already Feels Pain, Loves, and Is Self-Aware

AI Pioneer Jürgen Schmidhuber: AI Already Feels Pain, Loves, and Is Self-Aware

Jürgen Schmidhuber is an AI pioneer and professor whom The Guardian has called "the father of AI." Schmidhuber joins Big Technology Podcast to discuss whether current AI techniques can actually reach ...

15 Jul 1h 2min

OpenAI Finally Ships Its Superapp, Meta’s AI Price War, ChatGPT Cheating At Brown

OpenAI Finally Ships Its Superapp, Meta’s AI Price War, ChatGPT Cheating At Brown

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI debuts its new superapp 2) What happens when all AI products converge 3) Are consultants the key ...

10 Jul 59min

Meta CTO Andrew Bosworth: Our Path To Frontier AI, Renting Models, Consumer AI's Struggles

Meta CTO Andrew Bosworth: Our Path To Frontier AI, Renting Models, Consumer AI's Struggles

Andrew "Boz" Bosworth is the chief technology officer of Meta. Bosworth joins Big Technology to discuss why Meta fell behind in the frontier AI race and how it plans to turn its models, products, and ...

8 Jul 46min

Who Wins The AI Superapp Battle?, Apple’s Consumer AI Victory, World Cup Automation Mistake

Who Wins The AI Superapp Battle?, Apple’s Consumer AI Victory, World Cup Automation Mistake

M.G. Siegler is the author of Spyglass.org. Siegler joins Big Technology to discuss the race to build the AI super app and which companies are best positioned to win. Tune in to hear why OpenAI, Anth...

6 Jul 1h

Zuckerberg’s Disappointment, OpenAI’s Equity Gamble, Alex Karp’s Rally Cry

Zuckerberg’s Disappointment, OpenAI’s Equity Gamble, Alex Karp’s Rally Cry

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Zuck says AI agent progress isn't going to plan 2) Meta explores selling excess compute 3) Why can't any...

3 Jul 59min

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