Dan Nathan is joined by Gene Munster), Managing Partner at Deepwater Asset Management.This week all eyes look to Nvidia as it reports on Wednesday (3:15) and the conundrum Apple has when it comes to third party AI (13:30).
After the break, Deirdre Bosa) joins Dan Nathan for an update on Ilya Sutskever and Jan Leike’s OpenAI departures) (19:00), Deirdre’s report from Google I/O (23:45), will Apple pick the Gen AI winner when it comes to Google vs OpenAI (28:30) and drama at Amazon (32:30).
Links Mentioned
Checkout MRKT Matrix (Apple Podcasts) | Spotify))
Dan Niles on Nvidia (X))
OpenAI’s GPT-4o Demo (YouTube))
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