About this episode
Deirdre Bosa of CNBC joins Dan Nathan to chat about Softbank’s Arm IPO (1:00), Instacart (9:30), Lyft (13:00), and Nvidia (14:30). Later, Dan sits down with Dylan Patel , Chief Analyst at SemiAnalysis , to discuss the supply chain (20:00), AI head fakes in Q2 earnings (25:00), the economic landscape and Nvidia (33:00). Check out Dylan’s latest note here View our show notes here Learn more about Ro body: ro.co/okay Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod . We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page