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Frazis Capital Podcast
Michael Frazis
113 episodes
2 days ago
Michael Frazis, Misha Saul and guests discuss the life sciences, technology, and their latest investment ideas.
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Investing
Business
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All content for Frazis Capital Podcast is the property of Michael Frazis and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Michael Frazis, Misha Saul and guests discuss the life sciences, technology, and their latest investment ideas.
Show more...
Investing
Business
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#91: ChatGPT v Google, SpaceX and Autonomous Driving
Frazis Capital Podcast
26 minutes 11 seconds
5 months ago
#91: ChatGPT v Google, SpaceX and Autonomous Driving

Learn more at: www.fraziscapitalpartners.comNvidia’s Q1 PerformanceImpact of the H20 Chip Ban on ChinaMary Meeker: Big Tech CapEx TrendsAutonomous Driving in San Francisco: Waymo vs. UberLidar vs. Vision Debate and Safety ImplicationsLidar Startup Failures and Industry FalloutSpaceX Starship Test Flight & 2026 Mars Launch WindowHumanoid Robots and Potential Economic ImpactAI Attention Economy & ChatGPT vs. Google SearchDeveloper Growth in Google’s EcosystemAWS CapEx Dynamics & Nvidia as Key Beneficiary

Frazis Capital Podcast
Michael Frazis, Misha Saul and guests discuss the life sciences, technology, and their latest investment ideas.