AI Winners and Losers: Navigating Volatility in the Tech Sector with Rishi Jaluria

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 5 February 2025

⏱️ 31 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Dan Nathan is joined by Rishi Jalaria of RBC Capital Markets to discuss generative AI use cases, capital expenditures, investor sentiment, and the current vibe in the private investing market. A significant focus is placed on Microsoft's recent performance, their CapEx allocation, and the deceleration in Azure growth, offset by the promising AI revenue from Office Copilot. They also delve into Salesforce's AI strategy, the blurred lines between copilots and agents, and the evolving landscape of enterprise software. Additionally, they explore the relationship between Microsoft and OpenAI amidst the broader context of AI innovation, with mentions of key players like Alphabet and Oracle. The discussion touches upon recent market volatility, the impact of CapEx announcements on stock performance, and the pivotal role of innovation in AI's future. Rishi also shares insights on underappreciated opportunities in vertical software and the expansive potential for generative AI applications in the sector. The podcast wraps up with a look at the broader implications of AI advancements and the intersection of power constraints and data center capacity in shaping the future tech landscape. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia X: @RiskReversal LinkedIn: RiskReversal Media

Transcript

Click on a timestamp to play from that location

0:00.0	Welcome to the Wednesday edition of the Risk Reversal Podcast. Yeah, you heard that right, the Risk
0:05.1	Reversal podcast, not the On the Tape podcast. We are rebranding. We are streamlining our content. You're
0:11.3	going to get Risversal Pod Monday through Friday. It just comes directly into your podcast feed.
0:17.7	You don't have to do anything. We're going to have a lot of the great conversations that we've been having before, a lot of the same contributors. So we appreciate you being with us
0:25.2	here. I have a great conversation coming up here. This is with Rishi Jularia. He is the senior
0:30.9	software analyst at RBC Capital. RBC is one of the fine sponsors of this podcast. We're going to go
0:37.3	over generative AI use cases in his coverage.
0:40.3	We're going to talk a bit about CAPX and what we've heard from Microsoft and Google over the last week or so
0:46.5	and how the market has reacted.
0:48.1	We're going to touch a little bit on by-side sentiment towards this secular shift.
0:52.8	So great conversation with Rishi. Stick around.
0:55.7	It's going to come right to you after the break.
0:58.7	Will M&A pick up in 2024? Will this year mark the return of IPOs? Listen to strategic
1:05.2	alternatives, a podcast from RBC Capital Markets, to get fresh insights on the trends and market forces impacting deal flow
1:12.9	across sectors and find out how companies and investors are preparing for a potential surge
1:18.1	in deal activity and what signals to watch for this year. Listen and subscribe to strategic
1:24.0	alternatives, the RBC Capital Marketss today, wherever you get your podcasts.
1:32.5	All right, Rishi, welcome to the Risk for Virtual Pod.
1:35.9	Thanks so much for having me.
1:37.0	All right, we've got three things to do here.
1:38.8	And I think they're probably on the top of most investors' minds right now.
1:43.0	We want to talk about generative AI use cases and cap now. We want to talk about generative AI use
	...

Transcript will be available on the free plan in -52 days. Upgrade to see the full transcript now.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from RiskReversal Media, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of RiskReversal Media and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.