Decoding The NVIDIA Trade — With Michael Batnick
Big Technology Podcast
06/26/24
•40m
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Michael Batnick is managing partner at Ritholtz Wealth Management and co-host of The Compound and Friends Podcast. Batnick joins Big Technology Podcast for a conversation that asks all the questions about NVIDIA's historic run. We cover the valuation, volatility, competition, chances to keep going, and AI fatigue. We also ask whether NVIDIA could give up its gains just as fast as it built them, whether it will become an Apple-like fixture in portfolios, and how algorithmic trading might play a role in its massive growth.
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Previous Episode
NVIDIA Takes The Crown, Return of Ilya, Vision Pro Stalls
June 21, 2024
•54m
Reed Albergotti is the tech editor at Semafor. He joins Big Technology Podcast to break down the week's news. We cover: 1) NVIDIA temporarily becoming the most valuable publicly traded company 2) Is NVIDIA a bubble? 3) What might disrupt NVIDIA? 4) Ilya Sustkever founds Safe Superintelligence Inc. 5) Who's funding Ilya? 6) Will SSI amount to anything? 6) OpenAI might become a public benefit company 7) The state of DeepMind's merger with Google Brain 8) Mustafa Suleyman's entry to Microsoft and how it impacts the relationship with OpenAI 9) Apple Vision Pro hits a speed bump 10) Vision Pro & Apple Intelligence similarities and differences
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You can subscribe to Big Technology Premium for 25% off at https://bit.ly/bigtechnology
Enjoying Big Technology Podcast? Please rate us 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/
Questions? Feedback? Write to: bigtechnologypodcast@gmail.com
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Next Episode
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) Companies that bought AI services are struggling to make them work 2) Is an AI 'trough of disillusionment' coming? 3) Consultants are cashing in on the AI boom 4) Is consultants' heavy involvement in AI work good? 5) Examining Perplexity's IP issues more closely 6) Suno gets sued 7) Waymo's massive, underappreciated expansion in San Francisco 8) Waymo vs. Tesla - who wins? 9) Amazon hits a $2 trillion market cap 10) Amazon considers a Temu copycat 11) Amazon's reliance on China 11) Ranjan hits the Reddit frontpage and the fundamentals of his Doordash writing remain true.
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Enjoying Big Technology Podcast? Please rate us 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/
Want a discount for Big Technology on Substack? Here’s 40% off for the first year: https://tinyurl.com/bigtechnology
Questions? Feedback? Write to: bigtechnologypodcast@gmail.com
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