EPISODE · Jul 25, 2024 · 14 MIN
DeepTech315: Tesla Earnings / Google Earnings / SearchGPT
from DeepTech · host Deepwater Asset Management
Gene and Doug discuss the recent Tesla earnings, Google earnings, and OpenAI's new search product, SearchGPT. The conversation highlights the importance of autonomy for Tesla, the significance of AI investments for Google, and the potential impact of OpenAI's search product on Google. They also touch on the overall market sentiment towards big tech stocks and the need for continued investment in AI. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
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DeepTech315: Tesla Earnings / Google Earnings / SearchGPT
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