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On The Tape

A Lessin In Gen AI with Sam Lessin of Slow Ventures | Okay, Computer.

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6757 Ratings

🗓️ 4 September 2024

⏱️ 61 minutes

🧾️ Download transcript

Summary

Dan Nathan and Deirdre Bosa explore Amazon's strategic investment in Anthropic, the potential of Apple's upcoming AI features, and the importance of cloud service credits in AI investments. The regulatory challenges and future of TikTok in the US market are also scrutinized. After the break, Sam Lessin from Slow Ventures shares his insights on the impact of generative AI on venture capital investments, emphasizing the shift towards building sustainable businesses through organic growth and strategic mergers. The episode concludes by reflecting on the broader impact of AI and social media, highlighting the importance of authenticity in the tech space and the long-term opportunities for American entrepreneurs. Further Reading Barron's Give Facebook the thumbs down (Barron's) More or Less Podcast (Apple) — 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 [email protected] 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

Transcript

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0:00.0

Welcome to OK Computer.

0:02.8

I'm Dan Nathan, joined by Deirdrebosa.

0:05.6

She is the host of CNBC's Tech Check.

0:08.8

Tech reporter extraordinaire.

0:09.9

Debo, welcome back to the pod.

0:12.0

Hi, happy post Labor Day long weekend.

0:14.5

And not only that, post-earning season, we were waiting for this Invidia print that was

0:18.4

Thursday after the close.

0:19.8

We've had a lot of excitement.

0:28.1

We are recording this midday on Tuesday, and lots going on in the NASDAQ is down about 2.5%. The S&P is down 1.5%. So that's not something we've seen in a while, really since early

0:33.8

August. Just real quickly, though, Dee, we are having, after you and I chat, we have

0:40.5

Sam Lesson, co-founder of Slow Ventures on, and I got to see Sam on Tech Check numerous times with

0:46.9

you, I think over the last year or so. I know that's somebody that you really enjoy speaking to,

0:51.7

and I'm excited for his debut on OK computer. Sam is one of my

0:55.7

favorite tech guests. He always has a hot take and some really good insights into what's going

1:00.6

on. He was posting this weekend on Founders Mode. I don't know if that discourse reached you, Dan,

1:05.8

but big in the tech world. Yeah, I saw a bunch of it, and I've also seen him. It has a tech

1:10.7

pod that we're going to

1:11.5

get into, but he seems like a hot take machine. So look forward to that conversation. It'll be on

1:16.6

right after you and I get done talking. But let's talk of some stuff that's top of mind for you.

1:22.2

It seems like there's been a lot of news on the kind of AI chatbot front. I know you keep a

1:27.1

close eye on Amazon. They made that

...

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