{"podcast":{"title":"Lumida Wealth : Non-Consensus Invest Beyond the Ordinary","slug":"lumida-wealth-non-consensus-invest-beyond-the-ordinary-6695078","podcast_index_feed_id":6695078,"rss_url":"https://feeds.simplecast.com/Uf4DOpaf","website_url":"https://non-consensus-investing.simplecast.com","image_url":"https://image.simplecastcdn.com/images/d685d316-5f8f-423b-b62c-820daec733ad/f31b2f30-b484-49d5-9aec-28ef36b992e8/3000x3000/invest-beyond-the-ordinary-2.jpg?aid=rss_feed","author":"Justin Guilder","episode_count":151,"summary":"Thought provoking conversations with world class leaders in business and investing. Where are the overlooked opportunities? How are hard decisions made? What makes a great investor? Host: Ram Ahluwalia, CEO Lumida Wealth Frequency: Weekly Run time : 60 mins per episode Previous Guests: Frank Rotman (CIO, QED Investors), Marc Weill (Partner, Two Sigma Ventures), Doug Cifu (CEO, Virtu Financial)","last_synced_at":"2026-07-09T02:18:12.090061+00:00","page_url":"https://stenobird.com/podcast/lumida-wealth-non-consensus-invest-beyond-the-ordinary-6695078"},"episode":{"title":"OpenAI Misses Revenue Target","slug":"openai-misses-revenue-target","published_at":"2026-04-29T21:00:00+00:00","page_url":"https://stenobird.com/podcast/lumida-wealth-non-consensus-invest-beyond-the-ordinary-6695078/openai-misses-revenue-target","show_page_url":"https://stenobird.com/podcast/lumida-wealth-non-consensus-invest-beyond-the-ordinary-6695078","url":"https://non-consensus-investing.simplecast.com/episodes/openai-misses-revenue-target-keGxx3U2","audio_url":"https://cdn.simplecast.com/media/audio/transcoded/a3363f58-ec10-4188-a516-9ae0e891b223/4b7f2e13-6c48-457c-a76f-fa67bf27db1f/episodes/audio/group/b1acdabe-6fec-4df5-90c0-fb0268191fc0/group-item/1bdef6f8-c454-4129-ac77-7cdc76e8b687/128_default_tc.mp3?aid=rss_feed&feed=Uf4DOpaf","summary":"In this episode of FSD, Lumida Wealth Management breaks down the news of OpenAI missing its revenue projections and what it means for the broader semiconductor and tech landscape. We discuss the shifting competitive dynamics as users rotate to Claude and Google Gemini, and why Microsoft continues to look like the strategic winner in its partnership with Sam Altman. The episode also highlights fresh investment opportunities in \"unloved\" software names and specific picks like The Trade Desk and Invesco, emphasizing that while semiconductors are volatile, the bull market is finding new pockets of value through rotation.","meta_description":"In this episode of FSD, Lumida Wealth Management breaks down the news of OpenAI missing its revenue projections and what it means for the broader semicond…","key_points":[],"chapters":[],"topics":[],"duration_seconds":822,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/lumida-wealth-non-consensus-invest-beyond-the-ordinary-6695078/episodes/openai-misses-revenue-target/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/lumida-wealth-non-consensus-invest-beyond-the-ordinary-6695078/openai-misses-revenue-target.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}