Tailwinds of Disruption with GGV Capital’s Jeff Richards

Dan and GGV Capital Managing Partner Jeff Richards discuss when investors’ flight from higher-risk assets may end (1:00), Microsoft CEO Satya Nadella’s 2023 outlook (4:00), innovations in artificial intelligence as OpenAI’s ChatGPT catches fire (8:00), where Jeff is seeing the best buying opportunities in tech (10:00), if 2023 will see a resurgence in tech M&A and IPOs (27:00), and the next wave of job cuts hitting the tech industry & how companies are restructuring their businesses (28:00).
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Check out the articles discussed in the episode: 

-CNBC TV18: Microsoft CEO Satya Nadella says there will be 2 more years of pain before a 'massive' tech rally

-Barron’s: Tech’s Bill Is Coming Due. Investors Aren’t the Only Ones Who Will Pay.
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View our show notes and transcript here
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Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.

We’re on social:
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Subscribe to our YouTube page


—-
Check out the articles discussed in the episode: 

-CNBC TV18: Microsoft CEO Satya Nadella says there will be 2 more years of pain before a 'massive' tech rally

-Barron’s: Tech’s Bill Is Coming Due. Investors Aren’t the Only Ones Who Will Pay.
—-
View our show notes and transcript here
----
Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.

We’re on social:
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Subscribe to our YouTube page