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

EPISODE · May 21, 2024 · 37 MIN

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

from RiskReversal Pod · host RiskReversal Media

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

What this episode covers

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

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How long is this episode of RiskReversal Pod?

This episode is 37 minutes long.

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This episode was published on May 21, 2024.

What is this episode about?

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...

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