Podcast Appearances
So that's kind of how I thought about it yesterday.
I was kind of surprised to see the sell-off in NVIDIA because my thought was all I hear from guys like you and technology folks coming in here is that the demand for AI is just, I'm not going to say insatiable, but boy, it's outstripping supply for sure.
And you got to get what you can get when you can get it.
But we'll be here Friday after Thanksgiving.
Dan, talk to us about meta a little bit.
I think that's one of the ones the market's unsure of as it relates to the AI play there.
Stock's down about 20% from its recent high.
So some concerns there.
How do you position that?
So, all right, let's go to that robotics and all that kind of stuff, because that's kind of the story behind Tesla these days.
It's not about bending steel and making cars and things like that.
So the stock's up 4% year to date.
So it's really lagging the market.
It's come back from, I guess, the biggest concerns where we were several months ago.
When you talk to your institutional investor clients, what are they telling you about Tesla?
Sam Altman, yeah, sure.
Howard, how does the BBC, how is it positioned in the UK today in the media, overall media landscape?
Maybe how has that changed over time?
Howard, do you believe that the damages being sought by President Trump are reasonable?