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

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

    FromOn The Tape

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

    FromOn The Tape

    ratings:
    Length:
    38 minutes
    Released:
    May 21, 2024
    Format:
    Podcast episode

    Description

    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
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    Released:
    May 21, 2024
    Format:
    Podcast episode

    Titles in the series (100)

    Each week, CNBC Fast Money contributors Dan Nathan and Guy Adami, along with former hedge fund manager Danny Moses (as featured in The Big Short), break down market-moving headlines, provide their insights into the financial markets and discuss under-the-radar investment themes. You’ll leave each week with a better perspective on financial and business news from three experienced, nonconsensus voices whose goal is to provide listeners with the intellectual framework to think critically and make smarter investment decisions. Each episode, the co-hosts go Off The Tape with a guest from the world of finance, media, entertainment or sports. Dan Nathan is a CNBC contributor, the Principal of Risk Reversal Advisors and is the founder and editor of RiskReversal.com. Guy Adami is an original member of CNBC’s Fast Money and is currently the Director of Advisor Advocacy at Private Advisor Group. Danny Moses has been on Wall Street for decades in a variety of roles, is currently a private investor and was also featured in The Big Short for his bet against the housing market. Stay up to date at OnTheTapePodcast.com, follow us on Twitter @OnTheTapePod and subscribe to On The Tape in your favorite podcast store.