Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN, use code DAVIDLIN for 20% off Jordan Nof, co-founder and Managing Partner of Tusk Venture Partners, discusses shifting trends in the tech sector, as well as risks to the Mag 7 stocks. *This video was recorded on October 18, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW JORDAN NOF: Tusk Venture Partners: https://www.tusk.vc/ X (@JordanNof): https://x.com/home?lang=en FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 0:30 - Tusk Ventures 2:50 - Fed cuts and liquidity 4:43 - VC investing trends 11:35 - Tech trend shifts 12:38 - Future of automation 16:30 - Tesla Optimus robot 17:30 - AI startups 18:58 - Are tech stocks overvalued? 20:20 - What would trigger a tech correction? 22:40 - Innovation: small vs. large tech companies 24:14 - Shifting culture in tech companies 26:00 - NVIDIA’s biggest competitors #technology #investing #stocks