AI’s Trough of Disillusionment with Jeff Richards | Okay, Computer.

On The Tape

Dan Nathan welcomes Jeff Richards, Managing Partner at Notable Capital, to discuss the current state and trends in both private and public markets, especially regarding generative AI. They explore the evolving valuations of private AI companies, how big names like NVIDIA and Google are influencing market trends, and the dominance of the 'Mag 7' tech stocks. The conversation covers the recent Apple event and its potential integration of AI, why software stocks have been soft, and the ongoing challenges in the IPO market. Jeff also shares insights on shifting capital allocations, regulatory dynamics, and the future of AI-driven transformations across various sectors. The discussion ends with a deep dive into the role of private equity firms and the significant influence of private credit in today's higher interest rate environment.

—

View our show notes here

Learn more about Current: current.com

Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points

Email us at [e-mail] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.

We’re on social:

Follow @dee_bosa on Twitter

Follow @GuyAdami on Twitter

Follow us on Instagram @RiskReversalMedia

Subscribe to our YouTube page