From Blue Links to AI Agents: When Will GenAI Go Global with RBC's Brad Erickson & Matt Hedberg

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 20 May 2025

⏱️ 35 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Nathan is joined by Brad Erickson, an internet analyst at RBC Capital Markets, at the RBC Capital Private Tech Conference. They discuss the performance and outlook of key tech stocks like Google and Meta amidst market volatility and AI developments. The conversation highlights the impact of AI search on Google's revenue and the competitive landscape between Google and Apple. Erickson also touches on Meta's growth in advertising efficiency and new product rollouts. After the break, Dan dives into the broader effects of generative AI on other software companies like ServiceNow and Snowflake with Matt Hedberg, Managing Director and Head of Software Research at RBCCM. Hedberg elaborates on the early monetization of AI in software, the long-term potential of companies like Snowflake and ServiceNow, and the strategic importance of cybersecurity firms like CrowdStrike and Palo Alto in an evolving tech landscape. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

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0:00.0	When will M&A activity pick up? Will this year mark the return of IPOs? Listen to strategic alternatives,
0:07.2	a podcast from RBC Capital Markets, to get insights on these questions and more. Explore the trends in
0:14.0	market forces impacting deal flow and find out how companies, investors are shifting their strategies
0:19.3	to drive growth and unlock value.
0:21.7	Listen and subscribe to Strategic Alternatives Today, available wherever you get your podcasts.
0:27.7	Guy, I'm sure you're already up to speed on all things current.
0:31.1	Of course I am.
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1:17.0	For full terms and conditions, visit current.com or call 888-851-1172 for more information.
1:26.5	All right. Welcome to the Risk Reversal Podcast.
1:29.6	I'm Dan Nathan.
1:30.6	Late last week, I was in Los Angeles for the RBC Private Tech Conference.
1:36.9	They are a fine sponsor of this podcast and great partners of ours.
1:42.3	We had conversations with two of their fantastic tech analysts.
	...

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