Does It Get Even Worse for Tech in 2023? — With Stephanie Link

Does It Get Even Worse for Tech in 2023? — With Stephanie Link

Stephanie Link is the chief investment strategist and portfolio manager at Hightower Advisors. She is also a senior CNBC contributor. Link joins Big Technology Podcast to discuss whether a tougher year awaits the tech industry in 2023 as unfavorable market conditions persist. Join us for a conversation about the broader market, how Link evaluates stocks, and a breakdown of some companies she's watching including Meta, Amazon, and Apple. Stay tuned for the second half where we examine the state of deglobalization and its impact on the economy. If you like Big Technology Podcast, please rate it five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episoder(552)

Demis Steps Down, Apple’s Memory Problem, Microsoft’s Clever Trick

Demis Steps Down, Apple’s Memory Problem, Microsoft’s Clever Trick

M.G. Siegler from Spyglass is back for our Montly discussion of the latest tech news. We cover: 1) Demis Hassabis steps down as DeepMind CEO (Alex solo) 2) Apple's memory crunch 3) Should Apple have k...

7 Aug 55min

How The AI Bet Pays Off + AI Lab Strategy Game — With David Cahn

How The AI Bet Pays Off + AI Lab Strategy Game — With David Cahn

David Cahn is a partner at Sequoia Capital. Cahn joins Big Technology Podcast to discuss how much revenue the AI industry must generate to pay back its massive infrastructure investments and why the p...

5 Aug 1h 10min

Leopold Blows Up, OpenAI Drastically Cuts Prices, Microsoft’s Best Day

Leopold Blows Up, OpenAI Drastically Cuts Prices, Microsoft’s Best Day

Reed Albergotti from Semafor is back for our weekly discussion of the latest tech news. We cover: 1) Why Leopold Aschenbrenner’s Situational Awareness Hedge Fund 2) Leopold's connections to effective ...

31 Jul 1h 4min

How China Caught U.S. AI — With Grace Shao

How China Caught U.S. AI — With Grace Shao

Grace Shao is the author of AI Proem. Shao joins Big Technology Podcast to discuss how Chinese AI labs have caught their American rivals despite operating with less advanced computing infrastructure. ...

29 Jul 1h 1min

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 1h 4min

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

OpenAI's Bots 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 49min

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

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