E4: Elon vs Zuck (size matters), Jack is back and fires CEO, Germany bets EUR10b on chips
Description
We live in "VUCU" (volatile, uncertain, complex and unclear) times. Donnovan Andrews, Tom Lee, co-founder of Fundstrat and FSInsight, and Chi Tsang, Managing Partner of m1720, discuss start up frauds and why Elon Musk's mass can overcome Mark Zuckerburg's mixed martial arts training. China's most famous tech founder, Jack Ma, returns to China and replaces CEO with his mentee. Is Jack back at Alibaba pulling the strings? Germany partners with Intel to join the chip war.
Holidays are approaching and the tree is going up! Fun facts of the most famous tree in NYC. In this episode, Donnovan Andrews, Tom Lee, co-founder of Fundstrat and FSInsight, and Chi Tsang, Managing Partner of m1720 discuss how the market is running higher despite naysayers. Are investors...
Published 11/20/23
X feed blowing up over AI. Techno-optimist manifesto promises tech and free markets will bring save us all. Biden issues EO to protect us from AI. UK hosts AI Safety Summit although all top AI firms are American. Does AI need to be regulated? Now? Will regulation foundation models stifle...
Published 11/08/23