00:38:46 · Tracy Alloway, Joe Weisenthal
[00:38:46] S0: The AI factor, I would imagine. [00:38:47] S2: The AI factor. You know, I was talking to... It's so funny, you know, we try to... Alex has such a good read on the industry, but also it's great to talk to him because he talks to clients to get the Wall Street view and so forth. I was talking to this computer science student at Stanford recently, and they were like, oh, Wall Street is an AI pill. And I was like, what are you talking about, Wall Street is an AI pill? Look at all these stocks that are going to the moon. [00:39:10] S0: The numbers on my screen tell a different story. [00:39:12] S2: What are you talking about? [00:39:13] S0: But. [00:39:15] S2: That person's view was that if you're even having a discussion about the possibility of overabundance of GPUs, you just don't get it. like what do you well you're like oh you you don't you don't get ai sufficiently it's so funny it's. [00:39:32] S0: Um yeah definitely an interesting time in markets shall we leave it there. [00:39:36] S2: Alphabet they do 32 billion tokens per minute that was up 40 percent q of recovery i don't even know what these words mean let's leave. [00:39:43] S0: It there All right. This has been another episode of the Odd Lots. I'm Tracy Alloway. You can follow me at Tracy Alloway.
00:39:43 · Tracy Alloway, Joe Weisenthal
[00:39:43] S0: It there All right. This has been another episode of the Odd Lots. I'm Tracy Alloway. You can follow me at Tracy Alloway. [00:39:50] S2: And I'm Joe Weisenthal. You can follow me at The Stalwart. Follow our producers, Carmen Rodriguez at Carmen Armand, Dashiell Bennett at Dashbot, Kale Brooks at Kale Brooks, and Kevin Lozano at Kevin Lloyd Lozano. You can chat about all these topics 24-7 in our Discord, discord.gg slash oddlots. For more oddlots content, check out our daily newsletter, which you can find at glimmer.com slash oddlots. [00:40:13] S0: And if you enjoyed this conversation, if you like it when we check in on the markets, then please leave us a positive review on your favorite podcast platform. And if you're watching on video, then please like or leave a comment or better yet, subscribe. [00:40:25] S2: And remember, if you're a Bloomberg subscriber, you can listen to all of our episodes absolutely ad-free. All you need to do is find the Bloomberg channel on Apple Podcasts and follow the instructions there. [00:40:37] S0: Thanks for joining. [00:40:47] S2: Thank you.