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  • Trends With Friends - Why Tech Needs a Lesson in Empathy, Apple Stock Strategies, and AI Optimism with Om Malik

Trends With Friends - Why Tech Needs a Lesson in Empathy, Apple Stock Strategies, and AI Optimism with Om Malik

Trends with Friends EP. 66

Author

Howard Lindzon
May 30, 2024

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This week we're joined by Om Malik — a great friend, a San Francisco-based writer, photographer, and investor with three decades of experience in Silicon Valley. His editorial career includes roles at Business 2.0, Forbes.com, Red Herring, and Quick Nikkei News, with his writings featured in publications like The New Yorker, Fast Company, Wired, and The Wall Street Journal. He is also the author of "Broadbandits: Inside the $750 Billion Telecom Heist." We cover a wide range of topics, including:

  • Apple, and whether they are underperforming

  • The need for empathy in the tech industry

  • Technology vs. the spectacle of technology

  • Our favorite products and acquisitions

  • Consumer Discretionary reaching new ten-year lows, and what it means for the stock market

  • Personal reflections on health and wellness

Skip Ahead:

(00:00) Welcome
(02:10) Om’s background
(04:48) Is Apple underperforming? 
(15:00) Silicon Valley’s Empathy Vacuum
(21:39) Sam Altman and OpenAI (and Howard’s lack of empathy)
(25:20) Technology vs. the spectacle of technology 
(26:49) Standout products  
(32:31) The most interesting ‘sexy’ chart in the world
(34:46) The most interesting ‘boring’ chart in the world
(36:47) Understanding the different asset classes
(45:29) Things are moving way beyond human capabilities 
(48:40) The three day reset
(51:35) Consumer Discretionary reaching new ten-year lows
(54:50) $VLO and $IMO going up
(58:24) Personal reflections on health and wellness
(01:03:00) What Om is excited about

Big Thank You To Our Guest:

• Om Malik - https://om.co/

Where To Find Howard and Friends:

• Production and Marketing - https://penname.co/ 

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All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decisions.

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