The Seema Arora Podcast on Sustainability, Climate, Business. Economy, and Tech

#17: Anthropic's valuation and ESG strategy

The G in ESG is driving Anthropic's exponential valuation. Check this episode @Anthropic #AI #governance #ESG #valuation #IPO @Bigtech @Nasdaq #GoldmanSachs

#16: 1929 by Andrew Ross Sorkin: A Review by Seema Arora

@NewYorkTimes @AndrewRossSorkin @DealBook #markets #economy #undergraduates #economics #business #economichistory #politics

#15: Why the Fed Should cut rates by 50 basis points

@FederalReserve @Whitehouse #economy #market

Episode 14: Netflix Acquisition of Warner Bros. by Seema Arora

@WarnerBros  [https://studio.youtube.com/channel/UCjmJDM5pRKbUlVIzDYYWb6g]  @paramountpictures  [https://studio.youtube.com/channel/UCF9imwPMSGz4Vq1NiTWCC7g]  @Netflix  [https://studio.youtube.com/channel/UCWOA1ZGywLbqmigxE4Qlvuw] #media #hollywood #antitrust #economics #acquisition #markets

Google is being irrationally undervalued by the market.

This is an educational video and not investment advice. I have no position in the stock. In this podcast, Seema Arora discusses the current state of AI, focusing on Google's Gemini 3 and its advantages over competitors. She explores Google's structural benefits, CAPEX strategy, profitability trends, and the importance of data in driving AI advancements. The podcast also touches on environmental considerations and valuation comparisons with Nvidia, highlighting why Google is currently undervalued in the market.