Dan Nathan and Gene Munster dive into Tesla's robotaxi event and the impact of unmet investor expectations on stock performance, alongside concerns about delivery targets and competition from Chinese EVs. The guys also discuss Google and Meta's integration of generative AI, shaping search results and user growth. The conversation wraps with a discussion of Apple's upcoming feature updates and their potential stock market impact.

Checkout Gene’s Podcast:    • DeepTech 315: Episode 1 - Global Conf...  

Timecodes
0:00 - Intro
1:45 - Tesla’s Robot Event
11:30 - Nvidia Takeaway
17:00 - Elon’s O/U Record
21:00 - Netflix
24:00 - Google
27:30 - Meta
34:00 - Microsoft
37:30 - Apple

About: Each week our tricked-out team of tech investors and former operators breakdown the biggest headlines and themes in both public and private markets, with a specific focus on how Al is changing the tech landscape. We will be joined by some of the most influential voices in tech, media, and crypto leaving listeners with fresh perspectives on increasingly complicated topics impacting their lives and investment portfolios.

View our show notes at https://RiskReversal.com

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