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

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)

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