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Motley Fool Money

Can AI Build Moats?

Motley Fool Money

The Motley Fool

Business, Investing

4.43K Ratings

🗓️ 5 September 2024

⏱️ 28 minutes

🧾️ Download transcript

Summary

It takes more than a buncha buzzwords to build a company. (00:21) Tim Beyers and Mary Long discuss: How jobs reports impact investment theses A tech company’s changing identity What C3.ai actually does (XX:XX) Sanmeet Deo joins Mary for a look at how a chicken restaurant cooks up success. Learn more about the Range Rover Sport www.landroverusa.com Companies discussed: AI, NVDA, MSFT, WING Host: Mary Long Guest: Tim Beyers, Sanmeet Deo Producer: Ricky Mulvey Engineers: Dan Boyd, Austin Morgan Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

There's a new release from the artist formerly known as C3 IOT. You're listening to

0:09.8

Motley Full Money. full money. I'm Mary Long joined today by Tim Byers.

0:13.6

Thanks for being here. I'm Mary Long joined today by Tim Byers Tim.

0:23.4

Thanks for being here.

0:25.0

Thanks for having me, Mary, fully caffeinated, ready to go.

0:28.0

Same, also got my coffee, ready to go.

0:31.0

We're going to start today looking at some jobs data and then

0:33.5

zoom into something to company reports that are a bit more specific. There's a few

0:38.7

different pieces of jobs data that are out this week. Yesterday the Bureau of

0:41.8

Labor Statistics reported that July

0:43.7

saw the lowest number of job opening since January 2021. Today payroll processing

0:49.4

firm ADP put out a report that corroborated a lot of that data.

0:53.4

There's another jobs report coming out tomorrow.

0:56.3

Lots of numbers, Tim.

0:57.3

How should investors be thinking about these, if at all?

1:00.8

I mean, I'm going to be honest, I do not think about these numbers at all in terms of investing

1:05.6

theses but it does seem to me that it's an interesting labor market and that it might be a little bit tighter than we expected.

1:16.7

So that's kind of fascinating, especially with all of the layoffs we've seen in tech tech so I find that somewhat surprising but

1:24.8

also somewhat encouraging I mean maybe you have people who are landing back on on

1:29.7

their feet what I hope is not the case is that those people have not landed on their feet and

1:37.0

just employers have stopped hiring. That would be much more problematic. So I don't know which

1:42.4

it is, Mary,

...

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