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.

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Intro

00:00 • 4min

Autonomous Vehicles: Progress and Challenges

03:56 • 14min

Tech Titans and the AI M&A Landscape

17:50 • 6min

Navigating Tech Regulations and Nvidia's Earnings Outlook

23:28 • 4min

NVIDIA's Future: Trends and Projections

27:10 • 5min