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RM
Roger McNamee
Elevation Partners (co-founder)
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Roger McNamee (Elevation Partners) tells CNBC that Zuckerberg's manifesto is PR and Meta is not well positioned in AI.
He's trying to both create the illusion that meta is well positioned in AI, which I do not think is the case.
Roger McNamee says holders of AI-exposed stocks such as semiconductors should question their assumptions because some of them are no longer sound.
Because there are real issues that if I own the stocks today, I'd be sitting there and asking a question. Are all my assumptions still sound? Because I think a few of them are not.
Nasdaq since this was said: ▼ -1.1% · 26,803 → 26,507 · as of 2026-09-04
Roger McNamee says the assumptions that current LLM technology will be economically viable and transform the economy for the better are deeply flawed.
Again, it assumes that the current technology is going to produce something economically viable that will transform the economy for the better. I think both of those assumptions are deeply flawed.
Nasdaq since this was said: ▼ -1.1% · 26,803 → 26,507 · as of 2026-09-04
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