Is Software Dead? AI's Disruption

Ed Elson discusses Google’s massive bond sale with Gil Luria, Head of Technology Research at D.A. Davidson. They also break down why D.A. Davidson upgraded Oracle’s stock. Then, Ed is joined by Doug O’Laughlin, President of Semianalysis, to examine why memory stocks are doing so well right now. Finally, Ed gives his take on why people have started to turn on AI. 

Check out our latest Prof G Markets newsletter

Follow Prof G Markets on Instagram

Follow Ed on Instagram, X and Substack

Follow Scott on Instagram

Send us your questions or comments by emailing Markets@profgmedia.com

Learn more about your ad choices. Visit podcastchoices.com/adchoices