Bloomberg Daybreak: US Edition Bloomberg Daybreak Holiday Special - New Years Day 2024
Jan 1, 2024
Gene Munster from Deepwater Asset Management and Dan Ives from Wedbush discuss topics such as the challenges faced by Tesla, the potential of Google, Apple, and Zillow in AI, the monetization of AI and its impact on the tech industry, the dominance of US tech companies in AI, the expanding influence of AI in various industries, predictions and resolutions for the tech industry in 2024, and the potential of AI in the coming year.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 2min
Tesla's Challenges and Potential of Google, Apple, and Zillow in AI
02:01 • 7min
Monetization of AI and the Potential Tech Bull Market
09:23 • 4min
Monetizing AI and Use Cases
13:40 • 7min
Exploring Self-Regulation and US-China Dynamics in Artificial Intelligence, and the Performance of Tech Stocks
20:35 • 4min
Tech Companies Performance and Preparation for a Hard Landing
24:23 • 5min
Discussion on the Broadening Impact of AI and Nvidia's Dominance in AI Chips
29:35 • 4min
Predictions and Resolutions for the Tech Industry in 2024
33:31 • 3min
AI Potential and Dislikes in the 2024 Market
36:21 • 2min