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
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