Alex Kantrowitz
Alex Kantrowitz
  • Видео 250
  • Просмотров 789 981
The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
Dan Ives is the managing director, equity research at Wedbush Securities. Stephanie Link is the chief investment strategist and portfolio manager at Hightower Advisors. The two all-star stock watchers join Big Technology Podcast to discuss the fascinating state of big tech stocks, particularly Apple's surprising resilience. Tune in to hear why Apple's stock is up 42% since April despite mixed headlines about Vision Pro and AI, and whether its $3.5 trillion valuation is justified. We also cover Nvidia's dominance in AI chips, how a potential Trump presidency could impact tech stocks, and Amazon's cultural challenges. Hit play for an insightful discussion about where the biggest names in te...
Просмотров: 8 141

Видео

Fear Buying AI & Automation Stocks - With Downtown Josh Brown
Просмотров 5 тыс.День назад
Josh Brown is the CEO of Ritholtz Wealth Management, a CNBC contributor, and author of "You Weren't Supposed to See That." Brown joins Big Technology to discuss the intersection of AI, big tech, and the current state of the economy. Tune in to hear how automation fears are driving a potentially fear-based investment bubble in tech giants and the concept of a "relentless bid" shaping today's sto...
OpenAI's Leaked Financial Data
Просмотров 3,4 тыс.14 дней назад
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. Cory Weinberg from The Information joins us for the first half! We cover 1) OpenAI's financials leak 2) OpenAI plans to make most of its revenue via ChatGPT 3) OpenAI's staggering losses 4) Can OpenAI be a sustainable business? 5) Training costs vs. inference costs 6) You don't exclude training costs from profita...
Google's Search Head - Fixing Recipe Websites + Rise of Visual Search
Просмотров 3,2 тыс.14 дней назад
Elizabeth Reid is Google's VP of Search and a 20-plus year veteran of the company. Reid joins Big Technology to discuss Google's major AI push and how this new era of computing is transforming its product and business. Tune in to hear about AI-organized search results, the growth of Google Lens, and how AI is changing the way people interact with search. We also cover the potential impact on pu...
Meta's Chief Technology Officer On Its Augmented Reality Dreams - With Andrew Bosworth
Просмотров 4,9 тыс.21 день назад
Andrew Bosworth is the Chief Technology Officer at Meta. Bosworth joins Big Technology Podcast to discuss Meta's new Orion augmented reality glasses and the future of human-computer interaction. Tune in to hear his insights on the technical capabilities of AR, the potential of artificial intelligence, and how these technologies could reshape the way we interact with computers and each other in ...
Debate! Is Elon's Twitter Takeover Working?
Просмотров 442Месяц назад
Ryan Mac and Kate Conger are reporters at The New York Times and the authors of a new book, Character Limit: How Elon Musk Destroyed Twitter. Zach Coelius is managing partner at Coelius Capital - and a VC who thinks Elon is doing a pretty good job with the social media company. In this episode, our guests debate whether Musk’s Twitter takeover is going to plan, with respectful back and forth ab...
Sparking Net New Innovation At Massive Scale - With Sokwoo Rhee
Просмотров 31 тыс.Месяц назад
Sokwoo Rhee is the Executive Vice President of Innovation at LG Electronics. Rhee joins Big Technology to discuss LG's innovative approach to business development through LG Nova. Tune in to hear how LG is developing new businesses in sectors like AI, healthcare, and clean tech, while emphasizing partnerships with startups. We also cover LG's investment philosophy and the importance of startup ...
Is OpenAI’s New “o1” Model The Big Step Forward We’ve Been Waiting For?
Просмотров 2,5 тыс.Месяц назад
Parmy Olson of Bloomberg joins for our weekly discussion of the latest tech news. She's also the author of the new book, Supremacy: AI, ChatGPT, and the Race that Will Change the World. We cover 1) OpenAI's release of its new o1 model, that can do reasoning, also know as Q* or Strawberry 2) o1's features and what makes it different 3) Businesses struggling to find o1 uses 4) Investor concerns o...
iPhone16 Arrives + Apple Intelligence Delays
Просмотров 2 тыс.Месяц назад
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) Apple's iPhone16 launch 2) Apple Intelligence disappointment & delays 3) Apple's future runs through Siri 4) Apple Intelligence's impact on iPhone16 sales 5) Will the iPhone17 spark a supercycle? 6) Does Apple Intelligence compete with apps? 7) Apple's reliance on its services business 8) Is Apple a s...
Russia Funds Tenet Media YouTubers
Просмотров 1,4 тыс.Месяц назад
The Department of Justice (DOJ) has unsealed an indictment against the funders of a RUclips network called Tenant Media, which was known for promoting independent thought and free speech. The DOJ alleges that the money funding the channel came from Russia, as part of a covert operation to influence public opinion in the US and Western countries. The influencers associated with Tenant Media were...
How AI Will Improve Business Efficiency and Productivity In the Workplace - With Ben Plummer
Просмотров 5 тыс.Месяц назад
Ben Plummer is the CEO of Invisible Technologies. In this interview, he discusses how value of AI is being unlocked in enterprise applications, where companies are using AI to streamline operations and improve efficiency. He shares examples of using AI to improve investment analysis and to enhance data quality in e-commerce. Ben envisions a future where AI agents can go beyond chatbots and actu...
How Ozempic Changes Our Bodies, Minds, and Economy - With Johann Hari
Просмотров 987Месяц назад
Johan Hari is a New York Times bestselling author and has a new book, Magic Pill, about his experience with weight loss drugs. Hari joins Big Technology to discuss the impact of Ozempic on our relationship with food and the economy. Tune in to hear how these medications work, their benefits, and their potential risks. We also cover the science behind these drugs, economic implications, and ethi...
OpenAI Raising At $100 Billion Valuation
Просмотров 1,2 тыс.Месяц назад
OpenAI's potential $100 billion funding round, with Apple, Nvidia, Microsoft, and Thrive Capital potentially involved, raises questions about the company's path to profitability and its financial structure. The involvement of Apple is particularly significant as it signals a closer connection between Apple and OpenAI. Microsoft's potential reduced investment in OpenAI suggests that it is focusi...
A Longterm Investor Looks Sudden Death In The Face - With Eric Markowitz
Просмотров 2,1 тыс.Месяц назад
A Longterm Investor Looks Sudden Death In The Face - With Eric Markowitz
Billy McFarland: Fyre Festival's Social Media Marketing and Investing Lessons
Просмотров 1052 месяца назад
Billy McFarland: Fyre Festival's Social Media Marketing and Investing Lessons
Nate Silver: Why Extreme Risk Takers Are Winning
Просмотров 7992 месяца назад
Nate Silver: Why Extreme Risk Takers Are Winning
The Path to SuperIntelligence & Escaping the Simulation - With Nick Bostrum
Просмотров 2,2 тыс.2 месяца назад
The Path to SuperIntelligence & Escaping the Simulation - With Nick Bostrum
Did The AI Bubble Just Pop?
Просмотров 1,4 тыс.2 месяца назад
Did The AI Bubble Just Pop?
NVIDIA's Auto Play and the Future of Autonomous Driving - With Danny Shapiro
Просмотров 1,7 тыс.2 месяца назад
NVIDIA's Auto Play and the Future of Autonomous Driving - With Danny Shapiro
Peter Diamandis - Embracing AI, Befriending Elon, And Living Forever
Просмотров 9792 месяца назад
Peter Diamandis - Embracing AI, Befriending Elon, And Living Forever
GitHub CEO Thomas Domke -- The One-Person, Billion-Dollar Startup
Просмотров 2,2 тыс.3 месяца назад
GitHub CEO Thomas Domke The One-Person, Billion-Dollar Startup
Nate Silver: Replacing Biden Helped Democrats Increase Their 2024 Election Win Probability
Просмотров 17 тыс.3 месяца назад
Nate Silver: Replacing Biden Helped Democrats Increase Their 2024 Election Win Probability
Did Klarna Really Automate 700 Jobs With AI? - With Sebastian Siemiatkowski
Просмотров 5 тыс.3 месяца назад
Did Klarna Really Automate 700 Jobs With AI? - With Sebastian Siemiatkowski
Amazon's Longterm AI Vision - With AWS VP Matt Wood
Просмотров 1,3 тыс.3 месяца назад
Amazon's Longterm AI Vision - With AWS VP Matt Wood
What The Ex-OpenAI Safety Employees Are Worried About
Просмотров 4,8 тыс.3 месяца назад
What The Ex-OpenAI Safety Employees Are Worried About
Decoding the NVIDIA Trade - With Michael Batnick
Просмотров 1,1 тыс.3 месяца назад
Decoding the NVIDIA Trade - With Michael Batnick
Apple Fails to Overreact To The AI Revolution - With M.G. Siegler
Просмотров 8044 месяца назад
Apple Fails to Overreact To The AI Revolution - With M.G. Siegler
Can News Survive The AI Era - Ben Smith, Nayeema Raza, Joe Marchese
Просмотров 3504 месяца назад
Can News Survive The AI Era - Ben Smith, Nayeema Raza, Joe Marchese
How Shein and Temu Snuck Up On Amazon - With Louise Matsakis
Просмотров 3924 месяца назад
How Shein and Temu Snuck Up On Amazon - With Louise Matsakis
Box CEO Aaron Levie - Audience Q&A: AI Agents, AI Talent, Evolution of Work
Просмотров 1,9 тыс.5 месяцев назад
Box CEO Aaron Levie - Audience Q&A: AI Agents, AI Talent, Evolution of Work

Комментарии

  • @meanmachine99999
    @meanmachine99999 8 часов назад

    Sounds like the classic European intellectual scam

  • @glencurtis2761
    @glencurtis2761 14 часов назад

    The president doesn’t need congress to enact tariffs. So a split congress will not actually stop tariffs. They will potentially stop other spending or tax changes.

  • @LSinclair
    @LSinclair 23 часа назад

    I cant believe all the things that got talked about here. Great questions and great info from these two trustable super smart analysts. . Thanks!

  • @anzatzi
    @anzatzi День назад

    Consumer facing AI is a bust--no one cares! No applications.

  • @UncleSaif
    @UncleSaif День назад

    Josh is straight up gangsta…..dude is relevant

  • @davidk6498
    @davidk6498 День назад

    When these 😊two people and tom lee talk i listen

  • @far1762
    @far1762 День назад

    D,,,,,, x,,,, aveți, br,,, nr, grile, ceva, sărit, dacă, sytety, analiști, poate, fy, orce, ex,, cometary,, sau,, discurs, sau, ceva, recent, hm, e, posybyl, f, găsit, cautaty,,,,, 🤫🤔🙄🫥😳

  • @briancase6180
    @briancase6180 День назад

    I hate to tell you this, but: If Trump wins (or can steal the election, legally or otherwise), divided government--Trump white house, Democrat house/senate--will not, NOT stop Trump. He and his minions will do the unthinkable: they'll take over the government. One possibility: Trump will get the DOJ to do his bidding and Pelosi, Schiff, etc. will in fact be tried in show trials. This will get the Democrats--enough of them--to fall in line. And, dictatorship, here we come. I hope I'm wrong, that I'm just a raving, lunatic shouting "fire" in the theater. I fear that I'm not, though. In any case, no one is reacting to my "fire" shout.

  • @briancase6180
    @briancase6180 День назад

    You don't get it. The "chat bot" will be a movie generator, a first-person shooter game generator, a therapist generator, etc etc etc. you're thinking way, way too conservatively. People will pay money for a great game generator,a great movie generator, etc.

  • @briancase6180
    @briancase6180 День назад

    Amazon? If you think there's an AI story, then you LOVE Amazon. They have become a CHIP COMPANY, like Apple. They are bumping up volumes at TSMC of their own in-house-designed trainium and inferentia AI chips. They will still buy boat loads of Nvidia hardware, but they get it that it's the AI itself, not the hardware. They can do it cheaper...eventually. They'll offer everything, they just want your business. AWS baby....

  • @langleech
    @langleech День назад

    I live Dan colourful outfits at all time, make my days brighter 😅😂 love Stephanie views or explanations overall

  • @langleech
    @langleech День назад

    Great interview with Dan I thanks to both you 🎉

  • @mrapp8918
    @mrapp8918 День назад

    If Trump gets in, our portfolios will be the very least of our worries. People need to wake up to what’s staring them in the face.

  • @Ronnieleec
    @Ronnieleec День назад

    Excellent

  • @LiberaTeTutemetExInferis
    @LiberaTeTutemetExInferis 2 дня назад

    Anybody knows whether or not there is an actual recording from inside the sub, just to see what it sounded like

  • @rachelwilliams-y9c
    @rachelwilliams-y9c 2 дня назад

    Rogan......4 guys with a podcast =11,000,000 CNN .......500 people world wide.......Major advertising money....set cable station on 200,000,000 TVs.....450,000 Who's better ? Who's winning ? Who's listening ? Potatoe Stelter has more horseshit than Churchhill Downs. ............................................................................................................................Titties!

  • @thoughtdujour
    @thoughtdujour 2 дня назад

    This episode was so good, I "liked" and "subscribed. I love Stephanie Link's insights as well as Dan Ives. Thanks.

  • @tommy-73-dash
    @tommy-73-dash 2 дня назад

    Thanks!

  • @noahwald907
    @noahwald907 2 дня назад

    I am cautioous of a man who always wears very colorful outfits and keeps repeating that "its 9pm at a 4am party." But so far, the Bull seems right.

  • @matthew.m.stevick
    @matthew.m.stevick 2 дня назад

    i just purchased an iphone 15 Pro Max this week on amazon, in anticipation to apple ai. it gets delivered today. 🍎. fingers crossed they deliver apple quality with their ai.

  • @matthew.m.stevick
    @matthew.m.stevick 2 дня назад

    i love all 3 of you! pleasant surprise 🤖📈

    • @Alex.kantrowitz
      @Alex.kantrowitz 2 дня назад

      Thank you so much, Matthew! Very kind of you! So happy to have you here :)

  • @tommy-73-dash
    @tommy-73-dash 2 дня назад

    I didn't go to China but reading David Daokui Li's book "China's World View" and begin to understand that China isn't this big scary enemy. I see them as a business opportunity.

    • @Alex.kantrowitz
      @Alex.kantrowitz 2 дня назад

      What did you like about the book?

    • @tommy-73-dash
      @tommy-73-dash 2 дня назад

      @@Alex.kantrowitzOverall, China's World View serves as a call for mutual understanding between China and the West, advocating for cooperation over conflict. Li addresses common misconceptions about China, arguing that fears of a "Chinese model" being imposed globally are unfounded. He suggests that China is more inward-looking than expansionist. Li discusses cultural elements that shape Chinese diplomacy, suggesting that respect and historical consciousness play significant roles in international relations. Tariffs will likely cause inflation and general chaos with equities.

  • @tommy-73-dash
    @tommy-73-dash 2 дня назад

    Great guests Dan and Stephanie respected analysts and both do their homework. Calm, cool and smart.

  • @Alex.kantrowitz
    @Alex.kantrowitz 2 дня назад

    Listen to the full episode, and our recent episode with Downtown Josh Brown, on your podcast app of choice! Spotify: spoti.fi/32aZGZx Apple: apple.co/3AebxCK Etc. pod.link/1522960417/

  • @LauraLoo8
    @LauraLoo8 3 дня назад

    Complete BS. This guy. “It’s so safe - unless you die.” It’s was not tested as necessary. Stockton was reckless and his arrogance and lack of transparency killed the people that trusted him.

  • @ChrisHenken-v7z
    @ChrisHenken-v7z 3 дня назад

    Such a well written book. I thoroughly enjoyed it.

  • @pratikmadrecha
    @pratikmadrecha 5 дней назад

    Please mark this as a podcast! I can’t find it on RUclips music

  • @Saunterisland
    @Saunterisland 5 дней назад

    The whole cylinder thing gives me the chills. Spheres are the best baseline model for compression. I'm sure that in time, someone will develop an interesting submersible that steps outside the common realm, but it isn't in development yet.

  • @Carol-cb9yu
    @Carol-cb9yu 5 дней назад

    Wal Greens was shipping with DHL and the just in time delivery was late before a long holiday. The local store had no connection with the online store......out of luck. All the pharmacies are sweat shop jobs. Amazon will automate it and has lots of trucks to deliver. Soon, pizza....YUM

  • @chrisalton1
    @chrisalton1 5 дней назад

    @6:15 In other words, the American dream is completely dead.

  • @RamondoTrussell
    @RamondoTrussell 6 дней назад

    Thank you so much for this amazing video! A bit off-topic, but I wanted to ask: My OKX wallet holds some USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). What's the best way to send them to Binance?

  • @dfindy
    @dfindy 6 дней назад

    Alex, quality matters, a lot. May I suggest that next time if you can not book a quality guest like Josh, I would rather watch you do the video solo, than to endure a beautiful-face-but-no-brain guest like your previous episode.

    • @Alex.kantrowitz
      @Alex.kantrowitz 6 дней назад

      Which guest are you talking about?

    • @dfindy
      @dfindy 6 дней назад

      @@Alex.kantrowitz ruclips.net/video/l-L3t5CmEYo/видео.html

  • @anothername2730
    @anothername2730 6 дней назад

    Whoo! Bong rips for Alex and DT JB!

  • @prettybird8942
    @prettybird8942 7 дней назад

    Josh Brown for the win ! He's the best at dissecting the current market environment/sentiment and presenting it in a clear, concise way. The worlds a better place because of this stud !

  • @sponkmcdonk3898
    @sponkmcdonk3898 7 дней назад

    35:22 - They didn't mention PPP loans and the massive amount of fraud

  • @andy96356
    @andy96356 8 дней назад

    Palintir will lead this disruption

  • @eatlaughandstupid4430
    @eatlaughandstupid4430 8 дней назад

    Josh is the MAN. To the point...

  • @sergeyyakubovsky7259
    @sergeyyakubovsky7259 8 дней назад

    How are the salad machines cleaned?

  • @jbrock1265
    @jbrock1265 8 дней назад

    I’d love to see a new interview with what we know from the hearings and how David feels about things now.

  • @tommy-73-dash
    @tommy-73-dash 8 дней назад

    Gentlemen, here are my two cents for what it's worth. I read Mustafa Suleyman's "The Coming Wave" and was unsure and apprehensive about AI. I've started reading Nick Bostrom's book "SUPERINTELLIGENCE Paths, Dangers, Strategies," a Bill Gates-recommended read and began to understand how to think about a superintelligence timeline, and this took the fear out of what was coming. Note: I couldn't put Josh's Book down it was such a great read. I agree with Josh there is likely less reading going on these days. 🥲

  • @jonnagap87
    @jonnagap87 8 дней назад

    This conversation is testimony to the power of founder led tech companies vs “a resource manager CEO” like Tim Cook and Sundar Pichai

  • @jonnagap87
    @jonnagap87 8 дней назад

    Josh is the best! His breakdown of whats happening with 401k influx and panic buying phenom is undeniable

  • @NJWeb.Solutions
    @NJWeb.Solutions 9 дней назад

    Hey Alex it's my first time tuning in

  • @petermitchell4523
    @petermitchell4523 9 дней назад

    I feel like I feel like ccs and Walgreens are down because of theft

    • @Alex.kantrowitz
      @Alex.kantrowitz 8 дней назад

      I think the trouble is with customer service and experience primarily, but the theft issues aren't great

  • @steinarlarsen9899
    @steinarlarsen9899 9 дней назад

    This cbs guy is just as delusional as Stockton

  • @kraz007
    @kraz007 9 дней назад

    Love Josh but this ode to capitalism is getting on my nerves... COVID was not a utopia, and definitely, a lot of people (outside of US) didn't get any handouts, yet suffered through a pandemic AND inflation.

  • @Venom-x7t
    @Venom-x7t 9 дней назад

    Omg TSM is up over 6pct pre-market off their earnings, downtown JB👍👍

  • @CPATuttle
    @CPATuttle 9 дней назад

    Two of the best here

  • @JacobWohlClips
    @JacobWohlClips 9 дней назад

    great interview

  • @steverented941
    @steverented941 9 дней назад

    Get off Rush’s D for Pete’s sake. I’ll listen to the engineers