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Brian Stewart

๐Ÿ‘ค Speaker
1348 total appearances

Appearances Over Time

Podcast Appearances

Wall Street Breakfast
Wall Street Roundup: Nvidia beats and drops in edgy market

It's still not a done deal.

Wall Street Breakfast
Wall Street Roundup: Nvidia beats and drops in edgy market

I would also point to another investing experts conversation I had a couple months ago with Dan Rayburn, who is truly a capital E expert on the space and talking about there is really nothing to talk about until the deal is signed.

Wall Street Breakfast
Wall Street Roundup: Nvidia beats and drops in edgy market

There's a lot of succession like plot points afoot, I think.

Wall Street Breakfast
Wall Street Roundup: Nvidia beats and drops in edgy market

But it does seem like Paramount is going to get that deal barring regulation interference.

Wall Street Breakfast
Wall Street Roundup: Nvidia beats and drops in edgy market

Anything to add there?

Wall Street Breakfast
Wall Street Roundup: Nvidia beats and drops in edgy market

I don't think you're alone.

Wall Street Breakfast
Wall Street Roundup: Nvidia beats and drops in edgy market

I think that's it's a lot of romanticism around that name.

Wall Street Breakfast
Wall Street Roundup: Nvidia beats and drops in edgy market

And Rita Hayworth is walking down a hologram red carpet and we're back to the old glamour.

Wall Street Breakfast
Wall Street Roundup: Nvidia beats and drops in edgy market

Anecdotally, I've also seen, I think it's important to point out that we are in the beginning slash midst of this AI changeover of society and how work exists and how it's performed.

Wall Street Breakfast
Wall Street Roundup: Nvidia beats and drops in edgy market

I've heard anecdotally from a number of people at a number of publicly traded companies and non-publicly traded companies that there were a lot of layoffs.

Wall Street Breakfast
Wall Street Roundup: Nvidia beats and drops in edgy market

For, you know, because AI has has has enabled that to happen.

Wall Street Breakfast
Wall Street Roundup: Nvidia beats and drops in edgy market

But then a lot of those, maybe not a lot, but a good portion of those people have been rehired because management realized that.

Wall Street Breakfast
Wall Street Roundup: Nvidia beats and drops in edgy market

There might be some efficiencies, but they don't work out because they don't exactly equal one whole person's acumen and life experience and ability to really trouble all the things that we know that humans are capable of.

Wall Street Breakfast
Wall Street Roundup: Nvidia beats and drops in edgy market

AI can't solve for all of that.

Wall Street Breakfast
Wall Street Roundup: Nvidia beats and drops in edgy market

The business will suffer without long-term corporate know-how and all the things that humans provide.

Wall Street Breakfast
Wall Street Roundup: Nvidia beats and drops in edgy market

So I think there is...

Wall Street Breakfast
Wall Street Roundup: Nvidia beats and drops in edgy market

genuine fear and also genuine planning for this change for obvious reasons.

Wall Street Breakfast
Wall Street Roundup: Nvidia beats and drops in edgy market

But I think also we are still in the TBD phase of this.

Wall Street Breakfast
Wall Street Roundup: Nvidia beats and drops in edgy market

We don't really know how this is.

Wall Street Breakfast
Wall Street Roundup: Nvidia beats and drops in edgy market

It's certainly significantly going to change things.