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Mark Gurman
conversational on Odd Lots
Books, people, and resources mentioned in this episode.

Anjney Midha's Plan to Radically Lower the Price of Compute

Grace Shao on What the World Should Know About Chinese AI

How Lenovo's CFO Is Allocating Capital During One of History's Biggest Booms

Henry Blodget on the Software Selloff Hysteria and the Problem for OpenAI

Jerry Neumann on the Problem With Investing in AI Right Now

BlackRock's Rob Goldstein on the Next Megatrends in Finance
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Apple vs. OpenAI
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The State of Consumer Tech with Lisa Eadicicco
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