Glitch CEO Anil Dash on Tech Decentralization, Challenges Facing Roku & Microsoft President Brad Smith on Regulations 4/13/22

TechCheck

CNBC

Disruptors, Investing, Faang, Technology, Business, Management, Cnbc, Tech

4.8 • 56 Ratings

🗓️ 13 April 2022

⏱️ 43 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Our anchors begin today’s show breaking down New Street Advisors Group Founder and CEO Delano Saporu’s outlook for inflation and the tech sector, and coding platform Glitch CEO Anil Dash shares his thoughts on Elon Musk’s role at Twitter and more. Then, our Julia Boorstin covers a MoffettNathanson note outlining challenges facing streaming service Roku, and CNBC’s Phil LeBeau reports on the TSA extending its mask mandate for air travel. Later, RBC Capital analyst Brad Erickson joins after lowering his estimates and price target for Meta, and CNBC’s Steve Kovach hosts an exclusive conversation with Microsoft President Brad Smith at the IAPP Global Privacy Summit in Washington, D.C.

Transcript

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0:00.0	I'm Deirdreboza and you're listening to see MBC's Tech Check. Our show is live weekdays at 11 a.m. Eastern. Listen in.
0:07.7	Good Wednesday morning. Welcome to Tech Check. I'm Carl Cantonia with Deirdre Bosa and John Ford.
0:13.0	Today an upgrade for NVIDIA,
0:14.7	is this the bottom for the chips?
0:16.4	Plus, for maybe the first time somebody telling Elon Musk
0:19.7	he should not have stayed quiet,
0:21.4	as Kathy Wood continues to sell Twitter those details in a
0:24.1	moment and don't miss our exclusive with Microsoft's Brad Smith talking privacy
0:28.9	and a lot more John. Yeah we're starting off with that NVIDIA upgrade. New Street upping the chipmaker to buy with 25% upside after initial fears of a crypto-led downturn.
0:40.0	In fact, they say any short-term worries about plateauing Ethereum hash rates are just an opportunity
0:45.0	to take a larger position in the company.
0:47.3	New Street cites NVIDIA's ongoing strength in gaming, visualization, and data center as reasons
0:52.2	for secular growth
0:53.3	shrugging off potential supply chain issues.
0:56.7	The echoes of the Metavirus story in there, but whether you believe the metaverse is a place or just an exciting marketing idea, it's hard to argue with how
1:09.0	NVIDIA has advanced its technology, graphic processing,
1:13.4	in mainstream computing, and now pushing into software as well.
1:16.8	Yeah, the note talks about those secular shifts.
1:18.8	And when you take a look at a part of crypto,
1:22.0	what percentage of crypto was the actual business
1:24.5	they estimate that it boosted that gaming revenue by about two billion dollars but a
1:28.8	theme in that note and I'll read two headlines from there probable mispriced in stock is clearly
	...

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