Where AI Investments Go From Here...

Dan Nathan welcomes Jeff Richards, Managing Partner at Notable Capital, to discuss the current state and trends in both private and public markets, especially regarding generative AI. They explore the evolving valuations of private AI companies, how big names like NVIDIA and Google are influencing market trends, and the dominance of the 'Mag 7' tech stocks. The conversation covers the recent Apple event and its potential integration of AI, why software stocks have been soft, and the ongoing challenges in the IPO market. Jeff also shares insights on shifting capital allocations, regulatory dynamics, and the future of AI-driven transformations across various sectors. The discussion ends with a deep dive into the role of private equity firms and the significant influence of private credit in today's higher interest rate environment.

About: Each week our tricked-out team of tech investors and former operators breakdown the biggest headlines and themes in both public and private markets, with a specific focus on how Al is changing the tech landscape. We will be joined by some of the most influential voices in tech, media, and crypto leaving listeners with fresh perspectives on increasingly complicated topics impacting their lives and investment portfolios.

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View our show notes at https://RiskReversal.com

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