Cloud Dynamics and AI in Search

Dan Nathan is joined by Gene Munster, Managing Partner at Deepwater Asset Management. They discuss the rebranding of the podcast and focus on three main topics: the impact of newly announced tariffs by the Trump administration on tech stocks, major earnings reports from Alphabet and Amazon, and an assessment of recent trends and potential winners and losers in the tech sector. The conversation covers reactions to the equity market's downward volatility, implications of higher interest rates, and the specifics around tariffs affecting companies like Apple and Amazon. They also delve into the competitive landscape of generative AI and the challenges facing Google’s search business, as well as the evolving opportunities in frontier tech.

Check This Out

• Made in China, Sold on Amazon (Statista)
• American Sellers Lost Amazon to China (Marketplace Pulse)
• Ontario Cancels Starlink Deal, Bars US Firms From Government Contracts (Bloomberg)
• How technology works, and the ways it is impacting the world (Sharp Tech Podcast)
• Learn More: Deepwater Frontier Tech ETF

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