Tariff Turmoil & Tomorrow's Tech Titans with Ann Bordetsky

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 5 March 2025

⏱️ 48 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Nathan and Guy Adami address President Trump's address to congress and its impact on markets. After The Break: Dan Nathan and Ann Bordetsky discuss the latest trends in generative AI investments and the emerging importance of vertical AI applications in various industries such as healthcare, construction, and defense. They delve into the potential for AI to transform labor into AI-native software, pointing out that the market has shifted towards building industry-specific AI solutions. Anne highlights the key factors for successful AI startups and discusses how developments in public markets and big tech investments influence her early-stage investment strategies. They also cover the competitive landscape among big tech companies like Meta, Amazon, and Apple in the AI assistant market, and the evolving consumer habits in search engines and platforms. The conversation concludes with interesting takes on the value of AI domains and potential disruptions in both the private and public AI markets. Read Ann's Note: https://www.nea.com/blog/tomorrows-titans-vertical-ai Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

Transcript

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1:02.2	All right, welcome to the Risk Reversal podcast. I'm Dan Nathan, joined by Guy Dami, Guy. How are you?
1:07.4	What's up? We got a lot to do today here. This is Wednesday shortly after the opening.
1:13.6	A lot going on.
1:14.6	We had the President speak to a joint session of Congress last night, the economic agenda.
1:19.6	Firmly part of the discussion here, so we're going to kind of go through that a little bit,
1:24.6	how the market's reacting.
	...

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