2023.17 Exploring the Future of Oil and Gas & the Impact of Generative AI

In this episode of Telltales, hosts Mike, Hunt, and Jason discuss a wide range of topics related to technology, finance, and business strategy. They begin by exploring the current state of the oil and gas industry, including the impact of rising oil prices, the role of renewable energy, and the challenges facing traditional energy companies. They also discuss the recent news about Oracle's acquisition of Cornerstone, and what this could mean for the future of enterprise software.Later in the episode, the hosts delve into the world of finance, sharing their experiences and insights as investors in companies like Salesforce, Walmart, and Microsoft. They discuss the challenges of investing in high-growth tech companies, the importance of analyzing free cash flow, and the potential benefits of incorporating AI and machine learning into financial analysis.Throughout the episode, the hosts share their perspectives on a variety of topics related to technology, finance, and business, offering valuable insights and thought-provoking commentary on the latest trends and developments in these fields.Key topics discussed in this episode:- The current state of the oil and gas industry, including the impact of rising oil prices and the role of renewable energyOracle's recent acquisition of Cornerstone and what this could mean for the future of enterprise software- The hosts' experiences and insights as investors in companies like Salesforce, Walmart, and Microsoft- The challenges of investing in high-growth tech companies and the importance of analyzing free cash flow- The potential benefits of incorporating AI and machine learning into financial analysisHosts: Mike, Hunt, and JasonTelltales is a weekly podcast where we discuss capital markets. Each week you can expect a discussion that touches on macroeconomics, energy, and technology.Subscribe to our weekly substack to get notified of new episodes and see our data dashboard: www.telltales.usSubscribe to the podcast...- Apple: apple.co/3SnW1w3- Spotify: spoti.fi/3CfLGwC- Soundcloud: bit.ly/3SJdAX9The views expressed herein are the hosts’ alone and do not constitute an offer to sell, or a recommendation to purchase, or a solicitation of an offer to buy, any security, nor a recommendation for any investment product or service. While certain information contained herein has been obtained from sources believed to be reliable, neither the hosts nor any of their employers or their affiliates have independently verified this information, and its accuracy and completeness cannot be guaranteed. Accordingly, no representation or warranty, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, timeliness or completeness of this information. The hosts and all employers and their affiliated persons assume no liability for this information and no obligation to update the information or analysis contained herein in the future. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit telltales.substack.com