Maggie Lake sits down with Joe Zhao, Managing Partner at the tech-focused investment firm Millenia Capital, whose portfolio includes Anthropic, Cohere, Groq, Lambda Labs, OpenAI, Pico Quantitative Trading, Scale AI, SpaceX, Stability AI, and more. They discuss why Joe thinks the US economy is in a relatively great spot, the changes in risk appetite happening now that will lead to more IPOs, and why businesses need to adopt AI in their business models or go the way of the dinosaur.

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00:00 - Intro
00:30 - The Current Tech Environment
04:20 - Reasons to be Positive about Tech.
07:05 - Tech in Higher Rate, Higher Inflation Environment
11:00 - Skepticism Around AI
15:00 - Nvidia & Semiconductors
20:30 - The Foundation Layer of AI
25:30 - The Mag 7 and IPOs
29:10 - Other Countries In The Space
30:30 - The Buyer Beware Advice
33:20 - How Energy Plays a Part
35:50 - Outro

We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

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