Do Optimus Dream of Electric Taxis? with Gene Munster | Okay, Computer.

Oct 16, 2024

In this engaging discussion, Gene Munster, managing partner at Deepwater Asset Management and host of Deep Tech 315, provides insights into Tesla's recent robo-taxi event. He explores the challenges posed by unmet investor expectations and competition from Chinese EVs. The conversation also covers the integration of generative AI by Google and Meta, impacting user growth and search outcomes. Finally, they discuss Apple's upcoming updates and their potential implications for the stock market.

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Intro

00:00 • 2min

Navigating the Robo-Taxi Landscape

01:51 • 15min

Exploring Tesla's Cyber Cabs and Financial Innovations

16:22 • 3min

Tech Titans in Transition

19:01 • 9min

Exploring Innovations and Financial Prospects in Wearable Technology

27:44 • 2min

Tech Giants Under Scrutiny

30:00 • 7min