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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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Quick takeaways
- Tesla's recent robotaxi event underscored investor expectations and competition in the EV market, particularly with unmet delivery targets impacting stock performance.
- Integrating generative AI into platforms like Google and Meta is a strategic move to enhance user engagement and revenue growth amidst market challenges.
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Discover
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