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Apple & Google The AI Underdogs with Gene Munster of Deepwater Asset Management | Okay, Computer. Podcast episode artwork

EPISODE · Mar 20, 2024 · 35 MIN

Apple & Google The AI Underdogs with Gene Munster of Deepwater Asset Management | Okay, Computer. Podcast

from RiskReversal Pod · host RiskReversal Media

On this episode of Okay, Computer. Dan Nathan is joined by Gene Munster of Deepwater Asset Management. Topics they discuss: Nvidia (2:00), why we could see a 10-15% pullback in the stock (10:30), a potential Apple/Alphabet AI deal (17:45), whether Apple could/would buy Perplexity.io (22:00), Google’s Gemini AI (24:45), and how a TikTok ban could impact Meta & Snap (29:00). — 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

What this episode covers

On this episode of Okay, Computer. Dan Nathan is joined by Gene Munster of Deepwater Asset Management. Topics they discuss: Nvidia (2:00), why we could see a 10-15% pullback in the stock (10:30), a potential Apple/Alphabet AI deal (17:45), whether Apple could/would buy Perplexity.io (22:00), Google’s Gemini AI (24:45), and how a TikTok ban could impact Meta & Snap (29:00). — 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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Apple & Google The AI Underdogs with Gene Munster of Deepwater Asset Management | Okay, Computer. Podcast

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How long is this episode of RiskReversal Pod?

This episode is 35 minutes long.

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This episode was published on March 20, 2024.

What is this episode about?

On this episode of Okay, Computer. Dan Nathan is joined by Gene Munster of Deepwater Asset Management. Topics they discuss: Nvidia (2:00), why we could see a 10-15% pullback in the stock (10:30), a potential Apple/Alphabet AI deal (17:45), whether...

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