Thursday saw the worst trading day for the semiconductor sector in seven weeks. Earnings revisions for some of the top tech stocks like Nvidia, is experiencing a slowdown in growth, with its same-store sales lagging behind competitors like Burger King. This shift in market dynamics comes as fast-food chains increasingly pivot towards value-focused meal options to attract budget-conscious consumers.
Now, if recent earnings are any indication, all it takes to drive investor enthusiasm is A I but for smaller start ups, it's a competitive landscape out there, especially in technology.I thought we'd start with, uh, you kind of jo listen, you're, you're meeting a lot of interesting smart founders and entrepreneurs and I, I wanna start with just what you interests you right now in terms of just broad topics and trends.
Every start up every company, whether it's seed stage, whether it's series D or E or a public company runs into problems.They don't get discouraged.And that ultimately is kind of a DNA thing, right?And that's the thing you really try to suss out as you're meeting a founder and getting to know them and figuring founder, founder, founder.You have the best product in the world, the best, you know, company.
So that's something that gives me a little bit of pause as I think about the pipeline of names that have been, you know, discussed as coming on in the coming months.Is that a big topic in your world, Cameron that you think a lot about, does it impact you as a venture investor?It impacts the broader market impacts the stock market and the stock market in effect is the downstream.
So, just thinking a week or two ahead here for the month of July, uh This compares the 1st 10 in the last 10 trading days of each month. So this patients having a heart attack, Amazon Web services is extending its reach into health care and it's not just about 3d virtual hearts like this one from simple voice commands to complex real time data analysis.
Big tech firms from Amazon to meta added $16 billion in A I spend this earnings season as healthcare spend hit $4.5 trillion in 2022.I used to see patients here early in my career and throughout Doctor Shippy spent a decade seeing patients before managing hospitals herself. So right now, we're in an inpatient room, the patient can ask for the lights to be turned on or off the temperature to be controlled.
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