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Show notes
(00:21) Asit Sharma and Deidre Woollard discuss: - Why this quarter has been so good for ad revenue and if that might change. - How Meta’s spending on virtual reality could pay off. - If Apple or Meta will triumph in the great headset race.
(21:40) Tim Beyers talks with author and New York University professor Melissa Schilling about traits shared by the world’s greatest innovators.
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Companies discussed: META, AAPL, NVDA, SNOW, TSLA, AMZN
Host: Deidre Woollard Guests: Asit Sharma, Melissa Schilling, Tim Beyers Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks
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