Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by RiskReversal Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RiskReversal Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

From Blue Links to AI Agents: When Will GenAI Go Global with RBC's Brad Erickson & Matt Hedberg

35:27
 
Share
 

Manage episode 483840318 series 2938944
Content provided by RiskReversal Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RiskReversal Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

For Required Conflicts Disclosures, see: https://www.rbccm.com/GLDisclosure/PublicWeb/DisclosureLookup.aspx?entityId=1. These disclosures are also available by sending a written request to RBC Capital Markets Research Publishing, P.O. Box 50, 200 Bay Street, Royal Bank Plaza, 29th Floor, South Tower, Toronto, Ontario M5J 2W7 or sending an email to [email protected].

Dan Nathan is joined by Brad Erickson, an internet analyst at RBC Capital Markets, at the RBC Capital Private Tech Conference. They discuss the performance and outlook of key tech stocks like Google and Meta amidst market volatility and AI developments. The conversation highlights the impact of AI search on Google's revenue and the competitive landscape between Google and Apple. Erickson also touches on Meta's growth in advertising efficiency and new product rollouts.

After the break, Dan dives into the broader effects of generative AI on other software companies like ServiceNow and Snowflake with Matt Hedberg, Managing Director and Head of Software Research at RBCCM. Hedberg elaborates on the early monetization of AI in software, the long-term potential of companies like Snowflake and ServiceNow, and the strategic importance of cybersecurity firms like CrowdStrike and Palo Alto in an evolving tech landscape.


FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media

  continue reading

775 episodes

Artwork
iconShare
 
Manage episode 483840318 series 2938944
Content provided by RiskReversal Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RiskReversal Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

For Required Conflicts Disclosures, see: https://www.rbccm.com/GLDisclosure/PublicWeb/DisclosureLookup.aspx?entityId=1. These disclosures are also available by sending a written request to RBC Capital Markets Research Publishing, P.O. Box 50, 200 Bay Street, Royal Bank Plaza, 29th Floor, South Tower, Toronto, Ontario M5J 2W7 or sending an email to [email protected].

Dan Nathan is joined by Brad Erickson, an internet analyst at RBC Capital Markets, at the RBC Capital Private Tech Conference. They discuss the performance and outlook of key tech stocks like Google and Meta amidst market volatility and AI developments. The conversation highlights the impact of AI search on Google's revenue and the competitive landscape between Google and Apple. Erickson also touches on Meta's growth in advertising efficiency and new product rollouts.

After the break, Dan dives into the broader effects of generative AI on other software companies like ServiceNow and Snowflake with Matt Hedberg, Managing Director and Head of Software Research at RBCCM. Hedberg elaborates on the early monetization of AI in software, the long-term potential of companies like Snowflake and ServiceNow, and the strategic importance of cybersecurity firms like CrowdStrike and Palo Alto in an evolving tech landscape.


FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media

  continue reading

775 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Listen to this show while you explore
Play