Our anchors begin today’s show with Trivariate Research Founder Adam Parker sharing his outlook for software and semis, and Nasdaq CEO Adena Friedman offers her thoughts on what to expect in the year ahead. Then, Needham analyst Bernie McTernan joins after naming Uber his top large-cap internet pick for 2023, and Amazon SVP of Devices & Services discusses the company’s latest slate of automotive tech gear. Next, The Trade Desk CEO Jeff Green weighs in on the broader environment for digital advertising, and our team debates the soaring valuation of ChatGPT creator OpenAI. Later, our Julia Boorstin covers aspects of the metaverse in focus at the Consumer Electronics Show in Las Vegas.
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