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Okay, Computer.

Risk Reversal Media

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Each week our tricked-out team of tech investors and former operators breakdown the biggest headlines and themes in both public and private markets, with a specific focus on how AI is changing the tech landscape. We will be joined by some of the most influential voices in tech, media, and crypto leaving listeners with fresh perspectives on increasingly complicated topics impacting their lives and investment portfolios. Okay, Computer. Podcast is hosted by Dan Nathan, with regular contributor ...
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The American Society of Hematology Trainee Council is proud to announce the creation of a new podcast to accompany our new trainee-focused publication Hematopoiesis. The podcast is by and for hematology trainees at all levels of training, from medical students to residents to fellows to doctoral students, and all episodes are created and produced by the ASH Trainee Council. With Hematopoiesis and our new podcast, we aim to bring content about the history of hematology, career pathways in hem ...
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Dan Nathan and Dan Niles, the founder of Niles Investment Management, dive into a comprehensive discussion on the current macroeconomic landscape, highlighting the implications of Federal Reserve policies and market expectations. They explore the potential for a soft landing in the U.S. economy, emphasizing the critical role of unemployment and inf…
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Get ready for an insightful conversation as Rahul Chaturvedi connects with John Alam, CEO of CervoMed, to uncover the revolutionary advancements transforming dementia treatment, with a spotlight on Dementia with Lewy Bodies (DLB). John shares his remarkable journey from practicing medicine to leading cutting-edge biotech innovations, shedding light…
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Dan Nathan is joined by Joe Marchese, General & Build Partner at Human Ventures, for an in-depth discussion on the intersection of human attention and generative AI. They explore Joe's recent article, 'Human Attention is All You Need,' which critiques the reliance on algorithms over trust in building brands. They also discuss the role of AI in the …
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Dan Nathan is joined by Trevor Marshall, CTO at Current to discuss recent trends in technology and finance. The episode covers the intricacies of generative AI, including market dynamics, Nvidia's large customer concentration, and the impact of rising rates in Japan on tech stocks and crypto. Trevor also shares insights on using machine learning in…
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British toy designer Rachel Godfroy joins host Louisa Maxwell to celebrate over sixty years of fashion doll Sindy. Sindy was launched in 1963 by Pedigree toys at a time when British fashion and music were sweeping the world. The Beatle’s topped the charts with “She Loves You” and Mary Quant’s mini skirts set off a youth quake in fashion. Sindy was …
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Renée Aguiar-Lucander, CEO of Calliditas Therapeutics, appears on this insightful episode of Biotech 2050 with host Rahul Chaturvedi. Renée shares her unconventional journey from investment banking to biotech leadership, underscoring the crucial role of capital markets and regulatory strategies. The discussion explores the unique challenges of deve…
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Synopsis: In this engaging episode, host, Rahul Chaturvedi welcomes Marshall Fordyce, Founder and CEO of Vera Therapeutics, to discuss his transformative journey from physician to biotech entrepreneur. Marshall shares the story behind Vera Therapeutics' strategic pivot to focus on IG nephropathy and their development of atacicept, a promising B-cel…
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Dan Nathan and Guy Adami explore the recent broad-based selloff in mega cap tech stocks, particularly focusing on Microsoft, Meta, Amazon, and Apple. They analyze the reactions to Microsoft's earnings report and its implications for the semiconductor sector, they discuss the overall health and future prospects of these tech giants, and delve into t…
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Zandy Forbes, Founder, President, and CEO of MeiraGTx, joins host Rahul Chaturvedi in this compelling episode. Zandy shares her inspiring journey from academia, where she developed a deep interest in molecular biology and genetics, to her significant role in biotech investing, and eventually leading a groundbreaking gene therapy company. She elabor…
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Dan Nathan is joined by Gene Munster, Managing Partner at Deepwater Asset Management, to discuss key tech stocks ahead of their earnings reports. Key focus areas include the AI hype cycle and recent NASDAQ sell-off dynamics. They analyze market sentiments, expected pullbacks, and specific stock movements, particularly in the semiconductor space. Go…
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Dive into this episode of Biotech 2050 where host Rahul Chaturvedi interviews Jeb Keiper, CEO of Nimbus Therapeutics. Discover Jeb's fascinating journey from MIT chemist to industry leader, and the unique strategies that have driven Nimbus's success. Jeb discusses the evolution of biotech financing, the importance of taking bold risks, and the inno…
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Dan Nathan and Deirdre Bosa, host of CNBC's Tech Check, delve into the AI craze in both public and private markets, analyzing Google's potential $23 billion acquisition of Israeli AI firm Wiz. They discuss the AI industry's rapid growth, the cautious market outlook from influential players like Goldman Sachs and Sequoia Capital, and expectations fo…
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Sujal Patel, co-founder and CEO of Nautilus Biotechnology, discusses their innovative work in proteomics and its impact on drug development. Sujal shares his transition from tech to biotech, the formation of Nautilus with Parag Mallick, and their revolutionary approach using multi-affinity probes. The conversation highlights the importance of prote…
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Dan Nathan and Guy Adami discuss recent market trends, focusing on the NASDAQ's highs and the outperformance of semiconductor stocks, particularly NVIDIA. They also delve into enterprise software performance, with companies like Salesforce and Adobe dipping in the market. The conversation shifts to AI developments, highlighting Elon Musk’s moves wi…
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We caught up with Principal Scientist Lindsay Denhoff (ICON; Dublin, Ireland) to discuss immunogenicity considerations for therapeutic proteins and the current analytical methodologies for detecting and characterizing anti-drug antibodies (ADAs). Lindsay shares some industry best practices for achieving high-quality ADA assays, as well as some of t…
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Dan Nathan is joined by Paul Rabil to discuss his new book The Way Of The Champion and his journey as co-founder of the PLL. Dan and Paul reflect on their past interactions, including Rabil's early appearances on CNBC, and delve into how he and his brother have revolutionized the sport through innovative business models, media strategies, and commi…
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Dr. Sarah Woodbury, Curator of Art at the Barry Art Museum and host Louisa Maxwell delve into the life and legacy of Martha Jenks Chase. Dr. Woodbury takes you through the "Progressive Kindness" exhibition at the Barry Art Museum, highlighting how Martha's progressive values and medical background fuelled her creations. Uncover the profound impact …
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CNBC TechCheck’s Deirdre Bosa joins Dan Nathan on Okay, Computer. European regulators are cracking down on American Big Tech companies with the Digital Markets Act. What's the impact on these firms and will it actually hurt the stock price (2:00)? Is the iPhone the AI device of the future (9:00)? Databricks has the edge on Snowflake, is there any r…
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Dan Nathan and Guy Adami discuss the current state of the public and private markets, focusing on impressive gains in AI-related stocks like Apple, Nvidia, and Microsoft. They delve into the significant market caps of these companies, the potential dangers of their rapid growth, and the likelihood of margin compression due to increased competition.…
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Synopsis: In this episode of Biotech 2050, host Alok Tayi, CEO and co-founder of Vibe Bio, speaks with Dr. Bruce Leuchter, President and CEO of Neurvati Neuroscience. They discuss capital markets, neurology, psychiatry, and Neurvati's work in ultra-rare diseases. Dr. Leuchter shares his journey from clinical training to leadership at Neurvati. The …
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Dan Nathan and Dan Niles of Niles Investment Management discuss key financial and tech topics. They explore expectations for the upcoming Apple Worldwide Developers Conference and its potential impact on Apple's stock. The conversation covers Google, Microsoft, and their advancements in AI, along with Nvidia's future prospects amid expected spendin…
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Synopsis: In this episode of BioTech 2050, Ken Keller, President and CEO of Daiichi Sankyo, Inc. provides an in-depth look into the company's transformation from a cardiovascular-focused organization to a leader in oncology. He discusses the groundbreaking advancements in antibody-drug conjugates (ADCs), particularly highlighting the success of the…
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Dan Nathan and Guy Adami are joined by Deirdre Bosa to break down and dissect the top headlines in the tech sector this week. The crew dives into recent tech trends, dissects Nvidia's influence in AI, and analyzes post-earnings stock movements of Dell. They explore potential PC upgrade cycles driven by AI and Nvidia's latest AI platform introduced …
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The current exhibition at the Barry Art Museum in Norfolk Virginia, USA, discusses the work of Martha Jenks Chase and reveals how one woman’s desire to give her children a meaningful plaything became a movement for change and a company that would create dolls for almost 100 years. Barry Museum guest curator Brett Day Windham joins host Louisa Maxwe…
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Dan Nathan and Guy Adami are joined by Deirdre Bosa, host of CNBC's Tech Check, for an engaging discussion on the latest trends in tech and finance. The episode kicks off with a market overview, highlighting NASDAQ's new highs and the S&P's performance, while also touching on the impact of interest rates on tech valuations. Deirdre shares insights …
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Synopsis: In this episode of Biotech2050, Praveen Tipirneni, CEO of Morphic Therapeutics, shares insights on Morphic’s strategic IPO, the rising interest in autoimmune treatments, the journey of their alpha 4 beta 7 program, and maintaining a conservative yet opportunistic approach in biotech. He also discusses the importance of building a strong t…
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Dan Nathan is joined by Gene Munster, Managing Partner at Deepwater Asset Management.This week all eyes look to Nvidia as it reports on Wednesday (3:15) and the conundrum Apple has when it comes to third party AI (13:30). After the break, Deirdre Bosa joins Dan Nathan for an update on Ilya Sutskever and Jan Leike’s OpenAI departures (19:00), Deirdr…
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In this Tech Blast episode supported by Sartorius (Göttingen, Germany), we speak with David Apiyo – Manager of Applications Development at Sartorius (MN, USA) – about epitope binning, why it's performed and the best ways to conduct it. Plus, learn more about Sartorius' biolayer interferometry platforms and their application in epitope binning.…
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Synopsis: In this episode of BioTech 2050, Robert Ang, CEO of Vor Bio, shares insights on the current state of cancer therapies and next-gen modalities. He discusses Vor Bio's work on shielded stem cell transplants and CAR T-cell therapies targeting hematologic malignancies like AML and MDS. Robert also talks about his experience serving on boards …
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Dan is joined by NEA Partner Ann Bordetsky on this week’s Okay, Computer. OpenAI unveils Chat-GPT4o as speculation around a deal with Apple swirls (3:00), did Apple go too far with it’s latest iPad ad (14:30), Google I/O continues to embed AI everywhere it can (22:00), SoundHound AI and Perplexity Partner (24:00), thoughts on AI powered wearables (…
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Synopsis: In this episode of Biotech2050, Vik Bajaj, Co-founder and CEO of Foresite Labs, delves into the convergence of tech and biotech, hyper-growth phases in biotech companies, changes in finance and capital markets, and lessons from global healthcare systems, particularly the UK. He highlights the transformative potential of technology in biot…
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On this episode of “Okay, Computer.” Dan Nathan is joined by his “On The Tape” co-host Guy Adami to interview Brent Montgomery, CEO of Wheelhouse, and Mauricio Umansky, Founder & CEO of The Agency and star of the Netflix series “Buying Beverly Hills.” They discuss Brent’s history of creating reality TV shows (3:00), monetizing “Real Housewives of B…
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Synopsis: In this episode of Biotech2050, Dr. Ted Love, former CEO of Global Blood Therapeutics and Current Chairman of BIO, shares insights on sickle cell breakthroughs, transitioning from academia to research, navigating a tight funding environment, and protecting an innovative ecosystem to benefit patients.Biography:Dr. Ted Love is the chair of …
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On this episode of “Okay, Computer.” Dan is joined by Guy Adami to discuss the latest headlines in big tech. They hit: AMD earnings (4:00), semi stock aftershocks (9:30), CDW Corp/Amazon (15:30), Pinterest (19:30), and Apple earnings preview (23:00). — View our show notes here Learn more about Current: current.com Listen to 'Strategic Alternatives'…
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In this interview, we spoke to John Chappell, Senior Global Scientific Support Manager at Gyros Protein Technologies (Uppsala, Sweden) about his experience working with the Gyrolab platform for oligonucleotide assays. John discusses the advantages of using Gyrolab for oligo quantification in biological fluids and shares his thoughts on the next ste…
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In the fifth episode of The New Frontier podcast, we're joined by Paul Byrne, Senior Director of Genomics from ProtaGene (MA, USA). Paul describes his experience working with qPCR vs digital and digital droplet PCR assays and advises on their pros and cons, as well as when it's best to use each. We discuss how these assays can be optimized for cell…
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Managing Partner at Deepwater Asset Management Gene Munster is back on the pod to preview Big Tech earnings. Netflix stock falls on soft guidance & reporting changes (3:20). We preview quarterly earnings reports for: Tesla (8:00), Meta (15:30), Alphabet (21:30) Microsoft (33:15), Amazon (38:30) and Apple (42:00). The guys wrap with a discussion on …
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Trevor Marshall, CTO of Current is kicking back with Dan for an update on all things AI, FinTech and crypto. Topics on the pod today include; a vibe check on Generative AI (3:00), Investors Sitting Out the Latest AI Wave (10:30), can Apple turn the tide when it comes to AI (17:00), the Humane AI pin (24:00), a vibe check on Bitcoin after its weeken…
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Dan is joined by Jeff Richards of Notable Capital about structural changes to the firm on top of the name change from GGV Capital (3:15). The guys also discuss Jeff’s view on the startup environment (6:05), AI Valuations May Be Coming Down To Earth (10:45), the interest rate impact on valuations and new investments (15:45), is the 2024 IPO class is…
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Synopsis: In this episode of the Biotech 2050 podcast, host Rahul Chaturvedi engages in a thought-provoking conversation with Ray Stevens, a prominent figure in the biotech industry who co-founded Structure Therapeutics. Ray's extensive experience and pivotal role in advancing structure-based drug discovery make him a compelling guest for biotech e…
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On this episode of “Okay, Computer,” Dan Nathan and Rick Heitzmann of FirstMark Capital give an update on the IPO market, and what to expect from some of the most valuable unicorns in 2024. Topics they hit include; the Reddit IPO (4:00), IPO outlook for 2024 (10:30), investing in AI (14:00), software haves vs. have nots (21:00), Later, they are joi…
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Synopsis: In this episode of Biotech2050, Scott Megaffin, CEO of Adiso Therapeutics, shares valuable insights on the challenges and opportunities in the biotech industry. His deep involvement in the pharmaceutical and biopharmaceutical sector has shaped his strategic approach to leadership and business management. Scott emphasizes the importance of…
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Deirdre Bosa is back for another edition of Okay, Computer. Deirdre gives us the lowdown on her visit to Nvidia’s GTC 2024 & her interview with Clara Shih of Salesforce (2:00), the quest to break Nvidia’s AI software lock (7:00), Reddit goes public via IPO (12:15), the vibe around private tech (17:15). Later, Dan is joined by Katie Stanton of Moxxi…
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In this episode of The New Frontier podcast, we're joined by Daniel Schulz-Jander, Senior Director of Mass spectrometry Bioanalysis at QPS Netherlands (Groningen). Daniel explains how he uses immune-precipitation and immunoaffinity LC–MS techniques for his work relating to macromolecular pharmaceuticals like gene therapies, as well as their benefit…
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Synopsis: In this episode of the Biotech2050 podcast, Dr. Mathai Mammen, CEO of FogPharma, shares valuable insights into the future trends of the biotech industry and the development of peptide-based therapeutics. Dr. Mammen's extensive career trajectory, from academia to leading pharmaceutical organizations, provides a comprehensive understanding …
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On this episode of Okay, Computer. Dan Nathan is joined by Gene Munster of Deepwater Asset Management. Topics they discuss: Nvidia (2:00), why we could see a 10-15% pullback in the stock (10:30), a potential Apple/Alphabet AI deal (17:45), whether Apple could/would buy Perplexity.io (22:00), Google’s Gemini AI (24:45), and how a TikTok ban could im…
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Synopsis: In the recent episode of Biotech2050, Ken Galbraith, CEO of Zymeworks, shares profound insights into the biotech industry, leadership, and the complexities of developing innovative treatments for challenging cancers. Galbraith's accidental entry into biotech in 1987, despite lacking prior experience, led to his pivotal role in establishin…
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CNBC’s Deirdre Bosa is BACK with Dan Nathan to discuss what has the Valley buzzing. TikTok might be forced to part ways with ByteDance, what does this mean for Teemu and Shein (2:00), Perplexity Set To Double Valuation to $1 Billion (10:30), will investors “sell the news” after Nvidia’s GTC 2024 next week (17:00)? After the break, Dan is joined by …
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