Okay, Computer: A.I. Head-Fakes and Hot Takes

Q: How long is this episode of RiskReversal Pod?

This episode is 45 minutes long.

Q: When was this RiskReversal Pod episode published?

This episode was published on August 23, 2023.

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Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.

What this episode covers

Deirdre Bosa of CNBC joins Dan Nathan to chat about Softbank’s Arm IPO (1:00), Instacart (9:30), Lyft (13:00), and Nvidia (14:30). Later, Dan sits down with Dylan Patel, Chief Analyst at SemiAnalysis, to discuss the supply chain (20:00), AI head fakes in Q2 earnings (25:00), the economic landscape and Nvidia (33:00). Check out Dylan’s latest note here View our show notes here Learn more about Ro body: ro.co/okay Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

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