The Key CEO Traits Investors Are Missing | Kara Swisher
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What is the main topic discussed in this episode?
If I see too much performativeness, it's a clocker for me. I'm like, oh, a new, a big new headquarters, a lot of interviews, a glow up, a personal glow up, you know, a showing off. That is one thing I always am like, interesting. You know, at some point people lose their mojo, right? Lots of people do, or they run out of ideas or they, as I said, they get bored with the business that brought them there. And very few people trying to think, Warren Buffett stuck to his knitting, right? And did rather well doing that. They don't want to sit and perfect the thing they've done because it's not as exciting to be head of Facebook as it is to be head of an AI company, I guess. You know, this happened before in the early Internet age.
If you remember, Cisco was the darling of everything. And then it wasn't, right? Because they were essentially the NVIDIA of that era. You know, you sort of want to make those comparisons. Is OpenAI Netflix or is it Google or is Anthropic Google? And so one of these is going to get out and be enormous and all of them aren't. And I think that's the question.
Welcome to the Master Investor Podcast with me, Wilfred Frost, where we celebrate and learn from the success of the greatest investors, business leaders, and politicians in the world, giving you, our listeners, the edge. The Master Investor Podcast is sponsored by LSEG, Interactive Brokers, the World Gold Council, and BMY Investments. Please do remember the views expressed in this podcast are for general information purposes only. Nothing in the podcast constitutes a financial promotion, investment advice or a personal recommendation. More on that in the show notes. My guest today is Cara Swisher, the leading tech journalist of our times, the co-founder and editor at large of Recode, worked on many storied journalistic institutions from the New York Magazine to the Wall Street Journal, New York Times, CNN and MSNBC, and the host of multiple award-winning podcasts from On with Cara Swisher to Pivot with Scott Galloway.
And of course, those are both part of Vox Media, which has just recently been purchased in large part by because of the success of her podcast cara welcome to the master investor podcast thank you thank you for having me on that's a lot of things that i am i don't know i know it's it's uh it's it's it's a lot and i actually want to get to how you balance all of those things at some point i will answer but who's the guy on the behind you right there who's the big british guy yeah yeah that's my late father he's also david frost who had uh I'd say even more media parts to his buyer than you do.
Oh, well, it's a wonderful picture. I just love it. I keep staring at it anyway.
Yeah, he looms over me.
I'm obviously biased.
I think he is the greatest interviewer of all time. So he's that constant thought as I'm doing my own interviews.
Yeah, well, fantastic.
Okay, now I'm done. No, I appreciate that. Let's dive in though to the sort of here and now before we sort of broaden out. And I guess my first question on the current tech environment to you is whether or not two of the key IPOs that we've been waiting for, Anthropic and OpenAI, do now get away in the way that a few months ago before the SpaceX IPO, even possibly immediately after the SpaceX IPO, everyone was hoping would happen.
Well, I think most people think OpenAI will not go public, and it's largely due to the numbers, which aren't great. I think that's one of the things, and especially in light of what's been happening with SpaceX, which has been going – I know a lot of analysts have a $300 number on that thing, but it's a real bargain then because it's $149. It might have gone down more today. I don't know. The stock market just opened yesterday. I think people were worried already about the finances around all these frontier models, essentially. A lot of economists – I know there was a gathering in Italy that started to talk about the possibility of a bubble here, whether companies are getting a lot of ROI from a lot of this stuff, and where it's going from here, and the enormous costs.
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Chapters
4 chapters
1
What is the main topic discussed in this episode?
0:00–13:30
2
Will OpenAI or Anthropic IPO this year and what are the funding risks?
13:30–25:01
3
Are we in AI bubble territory and which companies will survive?
25:01–36:59
4
How should investors value tech companies amid rapid innovation?
36:59–47:29
Speakers
2 identifiedMore from The Master Investor Podcast with Wilfred Frost
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