Sam Altman and OpenAI, SpaceX and Starlink, Nvidia Earnings

The Compound and Friends

Josh Brown

Business News, News, Investing, Business

4.7 • 2.2K Ratings

🗓️ 22 November 2023

⏱️ 71 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this episode of TCAF Tuesday, Josh Brown talks SpaceX, Starlink, and OpenAI with Aaron Dillon. Then, Josh and Michael Batnick are joined by tech expert Alex Kantrowitz on an all-new episode of What Are Your Thoughts where they discuss Sam Altman, Nvidia earnings, Michael Burry, Jim Chanos, and much more! Thanks to Public for sponsoring this episode. To learn more about Public treasury accounts, visit: https://public.com/compound Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Ladies and gentlemen welcome to the compound and friends. It's Tuesday night. We have a huge show for you in video reported earnings.
0:07.0	All hell has broken loose at open AI. What are the implications for Microsoft, Amazon, Apple, the Nasdaq, our lives, quite frankly, could
0:19.6	hang in the balance.
0:21.4	I don't know if it's that severe. Look we have a
0:24.8	jam-pack show for you tonight starting off talking to Aaron Dylan. Aaron is
0:30.0	an expert on pre-IPO startup investing.
0:34.8	We get into Starlink, SpaceX.
0:37.8	Aaron's numbers for SpaceX are just off the charts.
0:41.0	He's talking about this coming public immediately being one of the largest
0:46.1	companies in the world and some huge revenue expectations here and SpaceX owns Starlink. So this is a deal that you're
0:55.9	probably not going to see until late 2024 or early 2025. It's going to be a
1:02.0	very big deal and there's a lot happening behind the scenes at
1:05.4	SpaceX that have ramifications for other publicly traded companies that are in the markets right now.
1:14.0	So you're going to love that.
1:15.6	You're going to learn a lot from Aaron.
1:17.3	And then it's, what are your thoughts?
1:18.8	It's Michael, it's me.
1:20.9	We're going to talk about Sam Altman. We're going to talk about the Jim Chainos retirement
1:26.3	announcement or the, I shouldn't say retirement, the closing of his hedge fund. We're going
1:31.2	to talk about Michael Burry. It's a whole, there's a lot going on.
1:36.6	All right, thanks so much for listening. Stick around and hope you enjoy the show tonight.
1:49.0	Welcome to The Compound and Friends. All opinions expressed by Josh Brown, Michael Batnick,
	...

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