Odd Lots

What Odd Lots Says About Technology

48 episodes about technology

<p>Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. J...

Key Insights on Technology

College graduates are booing AI mentions at commencement speeches, reflecting anxiety about job displacement from technology whose architects promise career destruction

  • Meta laid off 8,000 employees (10% of staff) while installing screen tracking software allegedly for AI training, creating 'new lows' in company morale
  • OpenAI's Sam Altman shifted messaging from doom to augmentation: 'way cooler to help software developers Pokemon evolve into superheroes than replace them'
  • Dr. Christina Maher combines software engineering, finance, and neuroscience backgrounds to develop brain-computer interfaces for enhanced human communication
  • "You have this innovation bazooka with these models. Why would you point it at rebuilding payroll or ERP or CRM?" - Anisha argues AI should target the other 90% of enterprise spend, not just the 8-12% on software
  • "Weird wins" - startups can thrive building products touching disagreement, persuasion, and sexuality that big tech committees explicitly avoid due to brand risk
  • Workday has 97% gross dollar retention but takes 6.5 minutes for a tech investor to find basic compensation information
  • HR software serves as a bellwether for AI adoption reaching mass enterprise takeoff beyond coastal tech hubs

Episodes

How Substack Creators Are Covering This Strange Markets Era

How Substack Creators Are Covering This Strange Markets Era

Anthropic's Co-Founder and Top Economist on Doing Research at the AI Frontier

Anthropic's Co-Founder and Top Economist on Doing Research at the AI Frontier

Anjney Midha's Plan to Radically Lower the Price of Compute

Anjney Midha's Plan to Radically Lower the Price of Compute

Why Tomatoes Are the Most Expensive They've Been in Four Decades

Why Tomatoes Are the Most Expensive They've Been in Four Decades

Why Cerebras CEO Andrew Feldman Built The World's Largest Computer Chip

Why Cerebras CEO Andrew Feldman Built The World's Largest Computer Chip

Why SocGen's Albert Edwards Sees Double-Digit Inflation Coming Back

Why SocGen's Albert Edwards Sees Double-Digit Inflation Coming Back

Samanth Subramanian on the Undersea Cables That Keep the Internet Alive

Samanth Subramanian on the Undersea Cables That Keep the Internet Alive

Mariana Mazzucato Thinks We Need More Moonshots

Mariana Mazzucato Thinks We Need More Moonshots

How Baltimore's Mayor Is Fighting the City's Vacant Housing Crisis

How Baltimore's Mayor Is Fighting the City's Vacant Housing Crisis

Inside the Booming Market for Dinosaur Fossils

Inside the Booming Market for Dinosaur Fossils

BlackRock's Rob Goldstein on the Next Megatrends in Finance

BlackRock's Rob Goldstein on the Next Megatrends in Finance

What's Actually Going On With Private Credit

What's Actually Going On With Private Credit

Presenting Foundering Season 6: The Killing of Bob Lee, Part 1

Presenting Foundering Season 6: The Killing of Bob Lee, Part 1

Understanding the Most Viral Chart in Artificial Intelligence

Understanding the Most Viral Chart in Artificial Intelligence

Google's Liz Reid on Who Will Own Search in a World of AI

Google's Liz Reid on Who Will Own Search in a World of AI

Daniel Yergin Sees a 'Different World' Emerging After the Hormuz Crisis

Daniel Yergin Sees a 'Different World' Emerging After the Hormuz Crisis

Jack McClendon on Why It's So Hard to Create a New American Oil Boom

Jack McClendon on Why It's So Hard to Create a New American Oil Boom

Presenting What Next TBD: Why Everyone is Freaking out About Private Credit

Presenting What Next TBD: Why Everyone is Freaking out About Private Credit

The Big Macro Force That's Been Driving Stocks Higher for Years

The Big Macro Force That's Been Driving Stocks Higher for Years

Thomas Peterffy on Interactive Brokers' Plan to Professionalize Prediction Markets

Thomas Peterffy on Interactive Brokers' Plan to Professionalize Prediction Markets

Search Engine Presents: Are you a good driver?

Search Engine Presents: Are you a good driver?

Scott Bok Explains What Investment Bankers Actually Do All Day

Scott Bok Explains What Investment Bankers Actually Do All Day

Why NASA Hired a Chief Economist

Why NASA Hired a Chief Economist

Goldman CIO Marco Argenti on the Warp-Speed Improvements in AI

Goldman CIO Marco Argenti on the Warp-Speed Improvements in AI

Anthropic, the Pentagon, and the Future of Autonomous Weapons

Anthropic, the Pentagon, and the Future of Autonomous Weapons

Now There's a Helium Shortage and It Affects More Than Balloons

Now There's a Helium Shortage and It Affects More Than Balloons

David Shor and Byrne Hobart on the Politics of a White-Collar Wipeout

David Shor and Byrne Hobart on the Politics of a White-Collar Wipeout

What War in Iran Means for China's Teapot Oil Refineries

What War in Iran Means for China's Teapot Oil Refineries

Legendary Hacker Matt Suiche on Cyberwar in the Age of AI

Legendary Hacker Matt Suiche on Cyberwar in the Age of AI

Henry Blodget on the Software Selloff Hysteria and the Problem for OpenAI

Henry Blodget on the Software Selloff Hysteria and the Problem for OpenAI

Books on technology

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