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Adobe’s $25B Bet to Survive AI & Blackberry’s Shares Rise with Strategic Pivot
Episode 170: Today, Ann discusses Adobe’s comeback attempt and whether the software giant’s bet on itself will pay off. Then we take a look at Blackb…
1 month, 3 weeks ago
Who Gets $160B in Tariff Refunds & Why Earnings Beat Valuation Fears in a Bull Market
Episode 169: Today, Ann dives into $160 billion in tariff refunds – how companies are claiming them and the questions around who should be getting th…
1 month, 4 weeks ago
Netflix Co-Founder Signs Off & Who is Trump's Fed Chair Nominee Kevin Warsh?
Episode 169
Episode 168: Today, Ann looks at why Netflix co-founder Reed Hastings is leaving the board of the company and if the growth in the streaming giant’s …
1 month, 4 weeks ago
The Personalities Shaping AI & The Future They're Building (with Sebastian Mallaby)
Episode 167: AI is omnipresent, seeping into every part of our lives. It’s dominating global news cycles, showing up in Washington hearings and movin…
2 months ago
Will AI Destroy Figma? & Ticker-on-a-Sticker: Bank Earnings
Episode 166: Today, Ann explains why Anthropic’s Chief Product Officer stepping down from Figma’s board could signal trouble for the software company…
2 months ago
Can NVIDIA Make Quantum Computing “Useful”? & AllBirds Flocks to AI
Episode 165: Today, Ann discusses NVIDIA’s new AI model designed to “accelerate the path to useful quantum computers” and what it means for the indus…
2 months ago
Amazon's $11B Space Bet & Rewriting the Rules for Blockbuster IPOs
Episode 164: Today, Ann presents this week’s Merger Moment: Amazon’s $11 billion acquisition of satellite telecom company Globalstar – and why the e-…
2 months ago
BP Could Face a Shareholder Revolt & New AI Model Threatens Banking
Episode 163: Today, Ann explains what's going on behind the scenes at oil giant BP – and why the company could face a shareholder revolt at its upcom…
2 months ago
Is Bitcoin at Risk from Quantum Computing? (with Rigetti CEO)
Episode 162: Many of you requested it - today is an engaging survey of the state of quantum computing through the lens of one public company, Rigett…
2 months, 1 week ago
Amazon Delivers The Masters and GLP-1s & Delta’s Little-Known Fuel Hedge
Episode 161: Today, Ann broadcasts from San Francisco and reports how she’s putting insights from former Tesla President Jon McNeill into practice at…
2 months, 1 week ago