4.6 • 757 Ratings
🗓️ 8 November 2023
⏱️ 55 minutes
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| 0:00.0 | Welcome to OK Computer. I am Dan Nathan joined by CN a whole host of stuff going on in the tech world. |
| 0:23.2 | But I got to tell you, once we get through all that, |
| 0:24.6 | I had a great conversation with very dear friends of mine. |
| 0:27.7 | Co-Ceos of Casascomos Brands Group, |
| 0:30.2 | that would be the maker of the most beautiful tequila that exists on the planet, |
| 0:33.9 | and that would be Como's tequila. I know, Debo, that you have had that. That would be Joe Marquesi of Human Ventures and his co-CEO, Richard Betts, who is the maker, former master |
| 0:43.8 | Somme maker of Como's tequila. So we go through the origin story there and really what goes |
| 0:49.2 | into making that fine product and the business that they are building. So stick around for that |
| 0:53.3 | conversation. You needed some |
| 0:54.8 | tequila for this week. I did. I will tell you, we recorded that. There was so much tech news. |
| 1:00.0 | We recorded that on Friday morning at 10 a.m. And we did drink, I think, a quarter of bottle of |
| 1:04.7 | comos while we were doing that. And, you know, I guess it's always tequila time somewhere. |
| 1:09.1 | It's interesting. I got two texts this morning within 15 minutes of each other. |
| 1:12.8 | One is from somebody in the business, and another is somebody who's in media, but is very |
| 1:17.5 | interested in the business or is interested in investing. |
| 1:21.1 | One of them said, here comes the end of the year panic tech buying. |
| 1:24.2 | The other one said, today's that day in November, I realize I'm sitting on a bunch of cash, |
| 1:27.9 | and now I have to plow it into a bunch of funds or stocks and just kind of sit on it and hope |
| 1:32.7 | that they work out over the next few years. And it's that sort of rally that we're in right now. |
| 1:36.3 | The NASDAQ 100 is up over, you know, 9% or so. It looks like in a straight line over the last call it week and a half the S&P's up about 7% or so some of the |
| 1:46.0 | things that I'm seeing on my fact set screen I'm seeing data dog up nearly 30% snowflake up in sympathy |
| 1:52.1 | up 10% in MongoDB up 50%. There's stuff going on global foundries was up 8% this morning off |
... |
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