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#77: Healthcare crash, Chrome vs Perplexity and a new business idea

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Manage episode 451399584 series 3126091
Content provided by Michael Frazis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Frazis 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://podcastplayer.com/legal.

Michael Frazis and Arjun Balaji discuss the current state of the markets, the shifts in healthcare and the performance of small-cap tech stocks. They analyze the challenges faced by major pharmaceutical companies like Pfizer and Moderna, particularly in light of political changes and scrutiny. The discussion also delves into the role of advertising in the pharmaceutical industry, the impact of AI tools on research and investment strategies, and the potential of proprietary and synthetic data in AI development. The conversation concludes with thoughts on the future of search engines and the unique data advantages held by companies like Tesla.

  continue reading

111 episodes

Artwork
iconShare
 
Manage episode 451399584 series 3126091
Content provided by Michael Frazis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Frazis 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://podcastplayer.com/legal.

Michael Frazis and Arjun Balaji discuss the current state of the markets, the shifts in healthcare and the performance of small-cap tech stocks. They analyze the challenges faced by major pharmaceutical companies like Pfizer and Moderna, particularly in light of political changes and scrutiny. The discussion also delves into the role of advertising in the pharmaceutical industry, the impact of AI tools on research and investment strategies, and the potential of proprietary and synthetic data in AI development. The conversation concludes with thoughts on the future of search engines and the unique data advantages held by companies like Tesla.

  continue reading

111 episodes

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