Tech Investing: Where the Rubber Meets the Road (Part 1)

It’s one thing to forecast the big picture for a technology future, the “macro,” and quite another to be a successful stock picker. In this first of a two-part episode, we’re joined by Evercore ISI’s legendary stock analyst, Mark Mahaney, to talk technology, ChatGPT, and AI and the implications for tech investing.

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The Last Optimist is hosted by Mark P. Mills—author, businessman, physicist, contributing editor to the City Journal, and distinguished senior fellow at the Texas Public Policy Foundation—and features discussions about inventing our future. Mark's latest book is “The Cloud Revolution: How The Convergence of Emerging Technologies Will Unleash the Next Economic Boom and a Roaring 2020s.