Jeff Richards on the AI Revolution: Winners, Losers & Investment Opportunities

Written By Timmy Adami

February 12, 2025

Dan and Guy welcome Jeff Richards, Managing Partner at Notable Capital, for an in-depth conversation on tech trends and market movements. The discussion covers Q4 results, the performance and future outlook of major tech players like NVIDIA, Google, Meta, and Microsoft, and the evolving landscape of generative AI. Jeff shares insights about public and private markets, the impact of AI on business efficiency, and the potential of small-cap software companies. The conversation also explores interest rates, labor market dynamics, and the future of autonomous driving, touching on strategic M&A opportunities. Jeff highlights the importance of innovative leadership and looks forward to the potential for new IPOs in the tech space.

Timecodes

0:00 - Mag7 Concentration

14:00 - Job Killer

22:08 - Google Impact

28:00 - Betting on CEOs

33:32 - M&A Outlook

Timmy Adami
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