Podcast On the Business of Semiconductors, The Circuit

The Circuit

Podcast On the Business of Semiconductors

A Podcast On the Business of Semiconductors. With Jay Goldberg and Ben Bajarin

Thematic (Sector/Industry)

<ul><li>Microsoft's focus on AI resulted in throwing themselves under the bus to keep the AI train going.</li><li>Microsoft's decision to maintain CapEx numbers for AI semis may not align with street expectations.</li><li>Microsoft's shift away from AI for small and medium businesses indicates uncertainty about the utility of AI for a large part of the customer base.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Microsoft's focus on AI resulted in throwing themselves under the bus to keep the AI train going.Microsoft's decision to maintain CapEx numbers for AI semis may not align with street expectations.Microsoft's shift away from AI for small and medium businesses indicates uncertainty about the utility of AI for a large part of the customer base.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 103: Earnings - MSFT, META, AAPL, INTC - The Custom ASIC Debate!

Podcast from BlackRock, The Bid

The Bid

Podcast from BlackRock

The Bid breaks down what’s happening in the world of investing and explores the forces changing the economy and finance. From stock market outlooks and megatrends to geopolitics and technology, BlackRock speaks to thought leaders and industry experts from around the globe about the biggest trends moving markets.

<ul><li>AI's evolution is poised to revolutionize industries and economies globally, with potential for job transformation and economic growth.</li><li>The build-out phase of AI is benefiting companies in sectors like chip producers and data center architecture, with opportunities expanding into adoption and transformation phases.</li><li>Investors can position themselves for success by taking an active approach, seeking expertise and identifying promising opportunities in the AI space for long-term growth and value gains.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

AI's evolution is poised to revolutionize industries and economies globally, with potential for job transformation and economic growth.The build-out phase of AI is benefiting companies in sectors like chip producers and data center architecture, with opportunities expanding into adoption and transformation phases.Investors can position themselves for success by taking an active approach, seeking expertise and identifying promising opportunities in the AI space for long-term growth and value gains.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Podcast by Eric Golden on Web3 businesses, Web3 Breakdowns

Web3 Breakdowns

Podcast by Eric Golden on Web3 businesses

Web3 Breakdowns is a series of conversations exploring innovation in the decentralized internet. Each episode will focus on a different topic - we will cover NFT projects, crypto assets, blockchain-based protocols, and businesses being built with Web3 architecture. We will talk to founders, artists, investors and influencers to understand this emerging ecosystem. Visit joincolossus.com to find more episodes, transcripts and a library of content to continue your learning.

<ul><li>Interview with digital advertising expert Eric Suffert discussing Apple's app tracking transparency and its impact on digital advertising</li><li>Exploring the historical paradigms of data flow in digital advertising before and after the implementation of ATT</li><li>Examining the hub and spoke model and the mutual benefits for advertisers and platforms like Facebook in the previous paradigm</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Interview with digital advertising expert Eric Suffert discussing Apple's app tracking transparency and its impact on digital advertisingExploring the historical paradigms of data flow in digital advertising before and after the implementation of ATTExamining the hub and spoke model and the mutual benefits for advertisers and platforms like Facebook in the previous paradigmThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

A Primer on Digital Advertising - [Making Markets, EP.49]

Podcast by Joe Weisenthal & Tracy Alloway, Odd Lots

Odd Lots

Podcast by Joe Weisenthal & Tracy Alloway

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

Cross Asset Strategy

<ul><li>Stock market dominated by big tech companies, increasing importance of tech companies in equity market</li><li>S&amp;P 500 becoming more like the Nasdaq due to tech dominance</li><li>Tech companies moving towards project-based financing and increasing interest in credit market, with potential for substantial returns in opportunistic credit opportunities</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Stock market dominated by big tech companies, increasing importance of tech companies in equity marketS&amp;P 500 becoming more like the Nasdaq due to tech dominanceTech companies moving towards project-based financing and increasing interest in credit market, with potential for substantial returns in opportunistic credit opportunitiesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Apollo Explains How Big Tech Is Disrupting Credit Markets

Equity Bottom-Up

<ul><li>Facebook's original vision Pro demo showcased impressive technology with custom silicon and high miniaturization, but it is still far from being a consumer product.</li><li>Comparisons were made between Facebook's demo and Apple's vision Pro, highlighting different approaches to hardware development and philosophies.</li><li>Despite debates on shipping products and final designs, both companies are pushing the boundaries of technology and advancing towards a glasses form factor for AR/VR.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Facebook's original vision Pro demo showcased impressive technology with custom silicon and high miniaturization, but it is still far from being a consumer product.Comparisons were made between Facebook's demo and Apple's vision Pro, highlighting different approaches to hardware development and philosophies.Despite debates on shipping products and final designs, both companies are pushing the boundaries of technology and advancing towards a glasses form factor for AR/VR.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 87: Shrinking Silicon (Meta Orion) and Excited about Hardware Again!

United States

Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables and accessories, and sells a variety of related accessories. The Company also offers payment, digital content, cloud and advertising services. Apple Inc.'s customers are primarily in consumer, small & mid-sized business, education, enterprise and government markets worldwide.

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Apple (AAPL US)

Episode 103: Earnings - MSFT, META, AAPL, INTC - The Custom ASIC Debate!

Microsoft's financial numbers remained steady with a focus on AI investment and potential growth in other areas of the business.

The Circuit

AI's Three Investing Phases

The article discusses how AI is revolutionizing industries globally, with investors strategizing on how to capitalize on the technology's evolution...

The Bid

A Primer on Digital Advertising - [Making Markets, EP.49]

Eric Suffert, a renowned writer and commentator on digital advertising, delves into the impact of Apple's app tracking transparency, Meta's...

Web3 Breakdowns

Apollo Explains How Big Tech Is Disrupting Credit Markets

Tech companies dominate the stock market, making up 30% of the S&P 500, leading to an increased importance of opportunistic credit investments in...

Odd Lots

Episode 87: Shrinking Silicon (Meta Orion) and Excited about Hardware Again!

Facebook showcased impressive technology at their demo, with similarities to Apple's vision, costing around $10,000 and aiming to lower it to...

The Circuit

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