Podbean logo
  • Discover
  • Podcast Features
    • Podcast Hosting

      Start your podcast with all the features you need.

    • Podbean AI Podbean AI

      AI-Enhanced Audio Quality and Content Generation.

    • Blog to Podcast

      Repurpose your blog into an engaging podcast.

    • Video to Podcast

      Convert YouTube playlists to podcasts, videos to audios.

  • Monetization
    • Ads Marketplace

      Join Ads Marketplace to earn through podcast sponsorships.

    • PodAds

      Manage your ads with dynamic ad insertion capability.

    • Apple Podcasts Subscriptions Integration

      Monetize with Apple Podcasts Subscriptions via Podbean.

    • Live Streaming

      Earn rewards and recurring income from Fan Club membership.

  • Podbean App
    • Podcast Studio

      Easy-to-use audio recorder app.

    • Podcast App

      The best podcast player & podcast app.

  • Help and Support
    • Help Center

      Get the answers and support you need.

    • Podbean Academy

      Resources and guides to launch, grow, and monetize podcast.

    • Podbean Blog

      Stay updated with the latest podcasting tips and trends.

    • What’s New

      Check out our newest and recently released features!

    • Podcasting Smarter

      Podcast interviews, best practices, and helpful tips.

  • Popular Topics
    • How to Start a Podcast

      The step-by-step guide to start your own podcast.

    • How to Start a Live Podcast

      Create the best live podcast and engage your audience.

    • How to Monetize a Podcast

      Tips on making the decision to monetize your podcast.

    • How to Promote Your Podcast

      The best ways to get more eyes and ears on your podcast.

    • Podcast Advertising 101

      Everything you need to know about podcast advertising.

    • Mobile Podcast Recording Guide

      The ultimate guide to recording a podcast on your phone.

    • How to Use Group Recording

      Steps to set up and use group recording in the Podbean app.

  • All Arts Business Comedy Education
  • Fiction Government Health & Fitness History Kids & Family
  • Leisure Music News Religion & Spirituality Science
  • Society & Culture Sports Technology True Crime TV & Film
  • Live
  • How to Start a Podcast
  • How to Start a Live Podcast
  • How to Monetize a podcast
  • How to Promote Your Podcast
  • How to Use Group Recording
  • Log in
  • Start your podcast for free
  • Podcasting
    • Podcast Features
      • Podcast Hosting

        Start your podcast with all the features you need.

      • Podbean AI Podbean AI

        AI-Enhanced Audio Quality and Content Generation.

      • Blog to Podcast

        Repurpose your blog into an engaging podcast.

      • Video to Podcast

        Convert YouTube playlists to podcasts, videos to audios.

    • Monetization
      • Ads Marketplace

        Join Ads Marketplace to earn through podcast sponsorships.

      • PodAds

        Manage your ads with dynamic ad insertion capability.

      • Apple Podcasts Subscriptions Integration

        Monetize with Apple Podcasts Subscriptions via Podbean.

      • Live Streaming

        Earn rewards and recurring income from Fan Club membership.

    • Podbean App
      • Podcast Studio

        Easy-to-use audio recorder app.

      • Podcast App

        The best podcast player & podcast app.

  • Advertisers
  • Enterprise
  • Pricing
  • Resources
    • Help and Support
      • Help Center

        Get the answers and support you need.

      • Podbean Academy

        Resources and guides to launch, grow, and monetize podcast.

      • Podbean Blog

        Stay updated with the latest podcasting tips and trends.

      • What’s New

        Check out our newest and recently released features!

      • Podcasting Smarter

        Podcast interviews, best practices, and helpful tips.

    • Popular Topics
      • How to Start a Podcast

        The step-by-step guide to start your own podcast.

      • How to Start a Live Podcast

        Create the best live podcast and engage your audience.

      • How to Monetize a Podcast

        Tips on making the decision to monetize your podcast.

      • How to Promote Your Podcast

        The best ways to get more eyes and ears on your podcast.

      • Podcast Advertising 101

        Everything you need to know about podcast advertising.

      • Mobile Podcast Recording Guide

        The ultimate guide to recording a podcast on your phone.

      • How to Use Group Recording

        Steps to set up and use group recording in the Podbean app.

  • Discover
  • Log in
    Sign up free
The Razor’s Edge

The Razor’s Edge

Business:Investing

The AI Rally: Sorting out Heft from Hype

The AI Rally: Sorting out Heft from Hype

2023-06-05
Download

It's been a while since we've posted a Razor's Edge episode, and a lot has happened! A whole banking crisis came and went and apparently is all resolved (?). More relevant to the sort of things we talk about, the Nasdaq has returned to full bull market mode, powered by the excitement around generative AI, as best embodied by Nvidia's smashing earnings report of late May 2023.

There's a lot to be legitimately excited about with this trend, and at the same time, like every exciting new thing, there's a lot to be suspicious of. Is generative AI going to generate us right out of what was still a re-centering, declining tech market? Can generative AI be good for every publicly traded tech company except CHGG? When does chat GPT replace us as hosts?

That's what we cover on this week's episode, more or less.

Topics Covered
  • 3:00 minute mark - The macro backdrop for this bifurcated rally
  • 7:30 – What we learned from NVDA’s report
  • 15:30 – How this AI compute trend plays out across the semiconductor sector
  • 24:00 – AI uses and AI losers or trade-offs
  • 34:00 – Bear market rally, death of permabears, and the many crosswinds
  • 46:00 – How the cost-cutting rally collides with the AI investment rally
  • 53:30 – How does anyone get an edge using AI
view more

More Episodes

China Stocks and Boeing, And Whether To Venture Into Troubled Waters
2024-01-25
Semiconductors: The Hottest Commodity On Earth (Or At Least Trading Like It)
2024-01-23
2023’s Big Finish: Where do we Stand? Is this another 2021? What makes sense?
2023-12-20
The 2023 Market’s Squeezy, Trashy, Inevitable Start to the Year
2023-02-21
Docusign, Zoom, MongoDB, and the SaaS Circle of Life
2022-12-13
Compound248 on Twitter’s New Era and the SBF/FTX Meltdown
2022-11-15
Meta’s Crash And Tricky Position, and the Slowing of AWS and Public Cloud Growth
2022-11-01
The Latest SaaS Turns: Okta, MDB, Veeva, and Twilio and the Challenges for SaaS 2.0
2022-09-06
Roku’s Wipeout and whether the Black Box will Open
2022-08-02
Twitter Trial Breakdown
2022-07-19
The Bear Market Is Here: What Next?
2022-06-21
The 2022 Whipsaw Market and the Hedgehog: Retail Stocks, Tech, and More
2022-05-31
The Twitter Endgame, Again: Logic & Legality
2022-05-24
Growth Stocks Approaching a Bottom?
2022-05-23
The Changing Story At Juniper, A Rare 2022 Tech Winner
2022-04-22
Twitter’s Endgame
2022-04-18
The Consumer Goods Cliff, and also Elon Musk and Twitter
2022-04-12
The Tail Wagging the Dog: Big Tech Earnings And the 2022 Market
2022-02-08
New Year, Same Trading? Breaking Down The Bumpy Start To 2022
2022-01-11
  • ←
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • →
01245678910111213141516171819

Get this podcast on your
phone, FREE

Download Podbean app on App Store Download Podbean app on Google Play

Create your
podcast in
minutes

  • Full-featured podcast site
  • Unlimited storage and bandwidth
  • Comprehensive podcast stats
  • Distribute to Apple Podcasts, Spotify, and more
  • Make money with your podcast
Get started

It is Free

  • Podcast Services

    • Podcast Features
    • Pricing
    • Enterprise Solution
    • Private Podcast
    • The Podcast App
    • Live Stream
    • Audio Recorder
    • Remote Recording
    • Podbean AI
  •  
    • Create a Podcast
    • Video Podcast
    • Start Podcasting
    • Start Radio Talk Show
    • Education Podcast
    • Church Podcast
    • Nonprofit Podcast
    • Get Sermons Online
    • Free Audiobooks
  • MONETIZATION & MORE

    • Podcast Advertising
    • Dynamic Ads Insertion
    • Apple Podcasts Subscriptions
    • Switch to Podbean
    • YouTube to Podcast
    • Blog to Podcast
    • Submit Your Podcast
    • Podbean Plugins
    • Developers
  • KNOWLEDGE BASE

    • How to Start a Podcast
    • How to Start a Live Podcast
    • How to Monetize a Podcast
    • How to Promote Your Podcast
    • Mobile Podcast Recording Guide
    • How to Use Group Recording
    • Podcast Advertising 101
  • Support

    • Support Center
    • What’s New
    • Free Webinars
    • Podcast Events
    • Podbean Academy
    • Podbean Amplified Podcast
    • Badges
    • Resources
  • Podbean

    • About Us
    • Podbean Blog
    • Careers
    • Press and Media
    • Green Initiative
    • Affiliate Program
    • Contact Us
  • Privacy Policy
  • Cookie Policy
  • Terms of Use
  • Consent Preferences
  • Copyright © 2015-2025 Podbean.com