Nvidia’s Blowout & a Circus Comeback 02/22/24

Nvidia’s fourth quarter blew past expectations. The chip maker's revenue tripled from last year, hitting $22B in one quarter. Sapphire Ventures partner Cathy Gao explains how Nvidia’s boom is impacting the private AI market. Another company did not fare as well in its fourth quarter: Rivian. The EV-maker is cutting 10% of its workforce. The Presidential candidate Nikki Haley is still fundraising; Puck founder Teddy Schleifer weighs in on the 2024 race, the slate of candidates, and the likelihood of a newcomer in the Democratic Party. Plus, the circus is back! Kenneth Feld, CEO of Feld Entertainment and owner of the Ringling Bros. Barnum & Bailey Circus, discusses the event’s return to audiences–without animals. 

 

Cathy Gao - 4:26

Teddy Schleifer - 12:06

Kenneth Feld - 25:41

 

In this episode:

Teddy Schleifer, @teddyschleifer

Joe Kernen, @JoeSquawk

Andrew Ross Sorkin, @andrewrsorkin

Katie Kramer, @Kramer_Katie