On this episode of Okay, Computer. Dan Nathan and Deirdre Bosa discuss Perplexity vs. other chatbots (2:30), Elon Musk suing Open AI & Sam Altman (7:30), Apple & Google sitting out the AI rally (9:45), and enterprise chatbots taking jobs (22:45). After the break, Dan sits down with Aravind Srinivas, Perplexity CEO and Ann Bordetsky, Partner at NEA for the latest installment of our Funders x Founders series (27:30). They hit Aravind’s background (29:00), reinventing search (33:00), what Perplexity is and how it works (38:30), taking share from Google (41:30), revenue sources they are focused on (56:30) and a vibe check on Silicon Valley (57:15). 

Articles Mentioned on this Podcast:

Google vs. Google: The Internal Struggle Holding Back its AI (CNBC’s TechCheck)


Elon Musk Suing Open AI & Sam Altman Over Contract Breach (CNBC)

Klarna froze hiring because of AI. Now it says its chatbot does the work of 700 full-time staff (Fortune)

JPMorgan’s AI-Aided Cashflow Model Can Cut Manual Work by 90% (Bloomberg)


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View our show notes here
Learn more about Current: current.com
Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points
Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.
We’re on social:
Follow @dee_bosa on Twitter
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Perplexity Making Google a Paranoid Android with CEO Aravind Srinivas and Ann Bordetsky of NEA  |  Okay, Computer.

Each week, CNBC Fast Money contributors Dan Nathan and Guy Adami, along with former hedge fund manager Danny Moses (as featured in The Big Short), and SoFi’s Head of Investment Strategy, Liz Young, break down market-moving headlines, provide their insights into the financial markets and discuss under-the-radar investment themes.

You’ll leave each episode with a better perspective on financial and business news from three experienced, nonconsensus voices whose goal is to provide listeners with the intellectual framework to think critically and make smarter investment decisions.

Each episode, the co-hosts go Off The Tape with a guest from the world of finance, media, entertainment or sports.


Dan Nathan is a CNBC contributor, the Principal of Risk Reversal Advisors and is the founder and editor of RiskReversal.com.
Guy Adami is an original member of CNBC’s Fast Money and is currently the Director of Advisor Advocacy at Private Advisor Group.
Danny Moses has been on Wall Street for decades in a variety of roles, is currently a private investor and was also featured in The Big Short for his bet against the housing market.

Stay up to date at OnTheTapePodcast.com, follow us on Twitter @OnTheTapePod and subscribe to On The Tape in your favorite podcast store.

Business

Investing

Careers

Management & Marketing

Business News

Shopping

News

Dan Nathan is joined by Gene Munster, Managing Partner at Deepwater Asset Management.This week all eyes look to Nvidia as it reports on Wednesday (3:15) and the conundrum Apple has when it comes to third party AI (13:30).

After the break, Deirdre Bosa joins Dan Nathan for an update on Ilya Sutskever and Jan Leike’s OpenAI departures (19:00), Deirdre’s report from Google I/O (23:45), will Apple pick the Gen AI winner when it comes to Google vs OpenAI (28:30) and drama at Amazon (32:30).

Links Mentioned
Checkout MRKT Matrix (Apple Podcasts | Spotify)
Dan Niles on Nvidia (X)
OpenAI’s GPT-4o Demo (YouTube)

—
View our show notes here
Learn more about Current: current.com
Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points
Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.
We’re on social:
Follow @dee_bosa on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Subscribe to our YouTube page

The Great AI Bake Off + Nvidia Earnings Preview with Gene Munster and Deirdre Bosa  |  Okay, Computer.

On this episode of “On The Tape,” Guy Adami and Liz Young discuss Morgan Stanley’s Mike Wilson raising his S&P 500 price target (5:00), investor sentiment (8:00), earnings growth (12:30), the VIX as a measure of complacency (16:00), inflation (18:00), Nvidia earnings (21:00). 

Later, Dan is joined by Kaitlin Malin of iConnections to interview Jan van Eck, CEO of VanEck, and Matthew Sigel, head of digital assets research at VanEck. They discuss: getting into the ETF market (28:30), bitcoin ETFs (32:30), regulation (41:30), the potential for a fiscal reckoning in 2025 (52:30), hedging against calamity (56:30), semiconductors (SMH) (1:01:00).

Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe
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About the Show:
On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market.
—
Check out our show notes here
See what adding futures can do for you at cmegroup.com/onthetape.
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Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads
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We’re on social:
Follow @GuyAdami on Twitter
Follow Danny Moses @DMoses34 on Twitter
Follow Liz Young @LizYoungStrat on Twitter
Follow us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal.
Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.
Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

Relationship Problems In Markets + Hedging Against Calamity with Jan van Eck & Matthew Sigel

Steve Eisman of Neuberger Berman joins the pod this week! Dan, Danny, Guy, and Steve discuss: what’s driving the market (5:00), why Steve is no longer bearish (11:00), investing in infrastructure (13:00), the low-end consumer (19:00), why Steve thinks the election is over (22:00), what a Trump re-election means for the stock market (27:00), energy (29:30), Steve’s optimistic view on the market (33:00), what could cause a bear market (35:00), what Steve believes about managing money that most people don’t understand, “The Big Short” (37:30), and the Preakness (40:00).
--
Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe
—
About the Show:
On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market.
—
Check out our show notes here
See what adding futures can do for you at cmegroup.com/onthetape.
—
Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads
—
We’re on social:
Follow @GuyAdami on Twitter
Follow Danny Moses @DMoses34 on Twitter
Follow Liz Young @LizYoungStrat on Twitter
Follow us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal.
Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.
Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

The Big Long with Steve Eisman

Dan is joined by NEA Partner Ann Bordetsky on this week’s Okay, Computer. OpenAI unveils Chat-GPT4o as speculation around a deal with Apple swirls (3:00), did Apple go too far with it’s latest iPad ad (14:30), Google I/O continues to embed AI everywhere it can (22:00), SoundHound AI and Perplexity Partner (24:00), thoughts on AI powered wearables (27:30).

After the break, we bring you a conversation Dan had with Gokul Rajaram and Michael Gilroy at RBC Capital’s Technology Private Company Conference (35:00).

Advertising Memory Lane
Apple’s ‘1984’ Commercial
LG KC910 Renoir Advertisement
—
View our show notes here
Learn more about Current: current.com
Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points
Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.
We’re on social:
Follow @dee_bosa on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Subscribe to our YouTube page

Apple AI Ambitions Pan-caked with Ann Bordetsky of NEA + Gokul Rajaram and Michael Gilroy |  Okay, Computer.

Dan Nathan, Guy Adami and Carter Worth break down the top market headlines and bring you stock market trade ideas for Tuesday, May 14th.


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Perplexity Making Google a Paranoid Android with CEO Aravind Srinivas and Ann Bordetsky of NEA | Okay, Computer.

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