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The Great AI Bake Off + Nvidia Earnings Preview with Gene Munster and Deirdre Bosa
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 [email protected] 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
View all episodes
By RiskReversal Media
4.8
115115 ratings
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 [email protected] 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
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