Ben (technology analyst)
Technology and software analyst (head of technology research at Mellis as referenced) providing critical commentary on Microsoft, AI strategy, and the stateful vs stateless AI debate during the episode.
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Apr 1, 2026 • 43min
SOTS 2nd Hour: What's Next In Iran, ADP Jobs/Retail Sales Takeaways, & Nike's Next Shoe To Drop 4/1/26
Ben, a technology analyst, critiques Microsoft and the stateful vs stateless AI debate. Michael Froman, CFR president and former U.S. trade rep, discusses Iran, military options, and diplomatic risks. Jeremy Siegel, Wharton finance professor, offers long-term market perspective on stocks, inflation, and policy. They cover ADP/retail data, oil and market movers, Microsoft and Nike developments.
