Ep. 213: Bilal Hafeez on Fed Cuts, Dollar Strength and AI Hype
Summary: The CEO and head of research at Macro Hive, who previously worked at top financial institutions and grew up in a working class immigrant...
Here's Who's Winning the Global Fight for AI Talent
Flexible financing program available at netsuite.com, Odd Lots podcast on US-China tech rivalry, intensifying AI talent war with high demand and...
323 Views
Episode 53: Supply Chain Demand Help and Dueling Mega Cycles
Sam Altman is reportedly looking to raise $5 to $7 trillion for a semiconductor project, but it is unclear who he is talking to or how realistic...
353 Views
Jeffrey Emanuel: Viral Author of The Short Case for Nvidia Stock - cohosted by Pondering Durian
The author discusses the potential downfall of Nvidia due to competition in custom silicon, margin pressure, and market timing, highlighting the...
528 Views
Episode 102: Deeeeeepseeeeeeek!
Deepseek, formerly a quantitative hedge fund, has transitioned to building foundational AI models, causing a stir in the tech community Their...
608 Views