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25 total appearances

Appearances Over Time

Podcast Appearances

The Rundown
Weight Loss Drugmakers Hit with Antitrust Lawsuit, Trump’s Plan Brings Down Energy Stocks

These big banks are replacing junior analysts with AI tools.

The Rundown
Weight Loss Drugmakers Hit with Antitrust Lawsuit, Trump’s Plan Brings Down Energy Stocks

And I think that trend might continue.

The Rundown
Weight Loss Drugmakers Hit with Antitrust Lawsuit, Trump’s Plan Brings Down Energy Stocks

So interesting times ahead for big Wall Street banks.

The Rundown
Weight Loss Drugmakers Hit with Antitrust Lawsuit, Trump’s Plan Brings Down Energy Stocks

Well, all right, guys, that's the rundown for today.

Bloomberg Tech
Investors Question AI Valuations

Yeah.

Bloomberg Tech
Investors Question AI Valuations

Yeah, no, great order.

Bloomberg Tech
Investors Question AI Valuations

I think investors, you know, there's a little bit of a loss at one point today.

Bloomberg Tech
Investors Question AI Valuations

I think investors really just want to hear that Spotify is going to raise prices in the U.S.

Bloomberg Tech
Investors Question AI Valuations

And they didn't exactly hear that.

Bloomberg Tech
Investors Question AI Valuations

So there was a little trepidation there.

Bloomberg Tech
Investors Question AI Valuations

But otherwise, broadly speaking, things are looking pretty good.

Bloomberg Tech
Investors Question AI Valuations

Yeah, so, well, they're focusing on a few things.

Bloomberg Tech
Investors Question AI Valuations

AI definitely is a big topic.

Bloomberg Tech
Investors Question AI Valuations

Spotify is now partnering with ChatGPT.

Bloomberg Tech
Investors Question AI Valuations

So Spotify shows up in ChatGPT.

Bloomberg Tech
Investors Question AI Valuations

They talked a lot on their earnings calls about this idea of ubiquity.

Bloomberg Tech
Investors Question AI Valuations

So their Apple TV app, ChatGPT, and other places where Spotify can show up to be used everywhere people are.

Bloomberg Tech
Investors Question AI Valuations

So AI is a big conversation for sure.

Bloomberg Tech
Investors Question AI Valuations

But also, again, those prices.

Bloomberg Tech
Investors Question AI Valuations

The investors and the music rights holders want to see higher prices.

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