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Tech’s Laisez-Faire Era + Nvidia Earnings Preview with Gene Munster | Okay, Computer.
Nov 19, 2024
In this episode, Gene Munster, managing partner at Deepwater Asset Management and a tech investment guru, teams up with Dan Nathan to discuss the shifting landscape of tech regulations. They explore the future of autonomous vehicles, and how trade tariffs impact giants like Apple and Tesla. The conversation shifts to the implications of a changing regulatory environment for AI and potential M&A activity among big tech. Plus, they dive into what to expect from Nvidia's upcoming earnings and its role in the AI market.
32:20
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Quick takeaways
- The regulatory environment is deemed a crucial barrier for tech advancements, particularly in the evolution of autonomous vehicles.
- The dynamics of potential trade tariffs pose significant risks for automakers like Tesla, impacting market conditions and stock valuations.
Deep dives
The Role of Regulatory Environment in Tesla's Autonomy
Tesla's journey toward achieving full autonomy is significantly influenced by the regulatory environment, which is seen as a key barrier rather than a technological hurdle. Elon Musk's alignment with the current administration seeks to expedite regulatory processes, potentially paving the way for advancements in autonomous vehicle technology. However, there is caution regarding the disparity between government directives and real-world implementation, with the time frame for achieving these autonomy goals remaining uncertain. This emphasis on regulation as a critical factor highlights the complexities surrounding the adoption of autonomous vehicles in the market.
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Discover
highlights
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