E15: That's a big tree! Markets set to rise further? Custom GPTs? Market needs a Starlink IPO.
Description
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 over-relying on economists? Where’s the upside now? Anyone can now create their own Chat GPT. Will it change the app world? Starlink is the massive broadband network you’ve never seen. Could it be the one tech IPO that gets the market excited?
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
French bed bugs about to invade NYC! Gross!
In this episode, Donnovan Andrews, Tucker Grinnan and Chi Tsang, Managing Partner of m1720 discuss how Ozempic is hitting food stocks. The end of snacking and bad eating habits? Sentiment for venture capital remains icy. What’s it going to take to...
Published 10/09/23