By Herb Greenberg
A recent headline in The Economist couldn't help but catch my attention... Bypassed: are heart surgeons dying out? The sub-headline was equally compelling... For years, they swaggered atop the medical profession. Now the machines are coming for their jobs So was the cover photo... A few quotes in the story were equally eye-catching – including […]
By Whitney Tilson
1) I've been friends with my now-colleague Herb Greenberg since 1997... I watched him go from taking Wall Street to task in his six-day-a-week column at the San Francisco Chronicle... to acting as the fulltime "voice of reason" on CNBC... to spearheading a number of successful research firms over the years. But none of Herb's […]
By Herb Greenberg
The big question in the early innings of conversational and generative artificial intelligence ('AI'), such as ChatGPT, is... how good are its responses? CNBC recently had a great conversation about this with longtime tech investor Roger McNamee, whom I used to quote decades ago when he was a fairly unknown tech analyst for mutual fund […]
By Whitney Tilson
1) The stock of Meta Platforms (META), the parent company of Facebook, Instagram, and WhatsApp, is soaring this morning after reporting strong earnings yesterday... I was pounding the table on this stock as it crashed last fall, writing a five-part series in November and another e-mail on December 6, in which I concluded: In the […]
By Herb Greenberg
Well, that didn't take long... It has been a mere two months since chatbot ChatGPT came out of nowhere to be everywhere... and the stock promoters are up to their old tricks. The "Dash for Trash," as it has been called, is off to the races – this time with artificial intelligence ("AI") as the […]
By Whitney Tilson
1) On Monday, my colleague Herb Greenberg made an appearance on CNBC – discussing interest rates, market sentiment about the Fed, and stocks making a comeback. You can check it out below: Also, if you haven't seen it yet, make sure to check out Herb's new presentation... In it, he shares the details about a […]
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