“These software investments are largely dead money, meaning investors are never going to see any return.”
SE
Steve Eisman
The Real Eisman Playbook ·
The MAD Podcast: How AI Gets Built - with Matt Turck · State of AI 2026: The Biggest Stories of the Year (and AGI in 2027?) | Nathan Benaich
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
compare returns of investing money that went into alternative semiconductor companies versus investing the same money into NVIDIA at the dates of those rounds
4x more money
“These software investments are largely dead money, meaning investors are never going to see any return.”
“Do a cost versus benefit analysis... estimate of the return on investment of doing a ground up new process versus retrofitting an existing one.”
“She’s also started selling or spinning off some of the gaming studios that were acquired under Spencer... investing more money into a handful of big franchises”
“You can stuff those sponsorship envelopes and you can go into that boat show and try and raise us some money. I mean, some of us had two, three jobs at the same time.”
The strongest new moments on your topics, in the speakers' own words. Free for three topics.
No card. No password. One-click unsubscribe.
Pro watches up to 25 names or phrases and emails you the morning after they are said.
See Pro, $29 a monthVerbatim quotes a short extract and links to the episode; the episode belongs to its publisher. Remove a show.