Want to create an interactive transcript for this episode?
Podcast: RiskReversal Pod
Episode: Apple & Google The AI Underdogs with Gene Munster of Deepwater Asset Management | Okay, Computer. Podcast
Description: On this episode of Okay, Computer. Dan Nathan is joined by Gene Munster of Deepwater Asset Management. Topics they discuss: Nvidia (2:00), why we could see a 10-15% pullback in the stock (10:30), a potential Apple/Alphabet AI deal (17:45), whether Apple could/would buy Perplexity.io (22:00), Google’s Gemini AI (24:45), and how a TikTok ban could impact Meta & Snap (29:00).—View our show notes hereLearn more about Current: current.comListen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-pointsEmail us at [email protected] with any...