Satya’s OpenAI Arms for Altman | Okay, Computer.
11/22/23 • 49 min
On this episode of Okay, Computer. Dan Nathan and Deirdre Bosa chat about their first reactions to the OpenAI shakeup when it broke on Friday (2:00), Satya Nadella on CNBC (4:00), risks to Microsoft (9:00), Deidre’s biggest takeaway from the events over the last few days (14:30), and the OpenAI board opening talks for Sam Altman’s return (17:00).
Later, Dan sits down with Matt Turck, Partner at FirstMark Capital and host of The MAD Podcast, to discuss the implications of the OpenAI drama (19:30), what’s at stake for public and private investors (21:35), consumer AI vs. enterprise AI (25:30), whether is better off with Sam Altman (28:00), the shift in corporate reputation (34:00), opportunities the potential collapse of OpenAI means for public companies (35:30), VCs (38:15) and talent (40:15). They end the conversation with a quick chat about The MAD Podcast with Matt Turck (44:00) and the outlook for Google (46:15).
Inspiration for today’s title: https://www.youtube.com/watch?v=i5pUOVC50Y8
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View our show notes here
Learn more about Ro body: ro.co/okay
Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.
We’re on social:
Follow @dee_bosa on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
On this episode of Okay, Computer. Dan Nathan and Deirdre Bosa chat about their first reactions to the OpenAI shakeup when it broke on Friday (2:00), Satya Nadella on CNBC (4:00), risks to Microsoft (9:00), Deidre’s biggest takeaway from the events over the last few days (14:30), and the OpenAI board opening talks for Sam Altman’s return (17:00).
Later, Dan sits down with Matt Turck, Partner at FirstMark Capital and host of The MAD Podcast, to discuss the implications of the OpenAI drama (19:30), what’s at stake for public and private investors (21:35), consumer AI vs. enterprise AI (25:30), whether is better off with Sam Altman (28:00), the shift in corporate reputation (34:00), opportunities the potential collapse of OpenAI means for public companies (35:30), VCs (38:15) and talent (40:15). They end the conversation with a quick chat about The MAD Podcast with Matt Turck (44:00) and the outlook for Google (46:15).
Inspiration for today’s title: https://www.youtube.com/watch?v=i5pUOVC50Y8
--
View our show notes here
Learn more about Ro body: ro.co/okay
Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.
We’re on social:
Follow @dee_bosa on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
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Markets? We Just Disagree. Plus an Interview with Liz Ann Sonders of Charles Schwab
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Later, Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, joins the podcast for the first time. They hit her background (31:30), stock market strategists calling tops and bottoms (34:00), Mag7 vs. the rest of the market (38:30), analyst earnings estimates (45:00), valuations (18:15), the rolling recession (53:30), the Fed put (59:00), the energy space (1:01:00), other sectors she is watching (1:03:30), and growth vs. value (1:05:00).
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About the Show:
On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation... we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market.
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