In this episode of The Risk Reversal Podcast, Dan Nathan and Guy Adami break down the massive rotation rocking the tech sector. Why are investors dumping software darlings like Salesforce, Adobe, and Oracle while Apple hits new highs? The guys debate whether the "AI tailwind" has officially become a headwind for SaaS companies and if the massive infrastructure spend by Microsoft and Google will ever generate a real return.
After the break, Dan sits down with Jason Wilk, Founder and CEO of Dave ($DAVE). Jason shares his incredible founder journey—from a professional golf aspirant to landing Mark Cuban as a lead investor who capped his salary at $30k. They discuss how Dave is using AI-driven underwriting to disrupt JPMorgan and Wells Fargo, slashing default rates from 20% to 1%, and the future of fintech in a high-rate environment.
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