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Okay, Computer: Tech Trifecta with Deirdre Bosa, Rick Heitzmann & Gene Munster

Okay, Computer: Tech Trifecta with Deirdre Bosa, Rick Heitzmann & Gene Munster

RiskReversal Pod

February 8, 20231h 3m

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Show Notes

CNBC’s Deirdre Bosa returns to Okay, Computer to discuss the big tech artificial intelligence arms race (2:00). The Twitter paid subscriber count is reportedly way below expectations, can Twitter stay afloat without harming Tesla stock (14:00)? Dan and FirstMark Capital’s Rick Heitzmann chat about “the end of the great consumer subsidization” (22:00) and what the tech space looks like in a non-zero interest rate environment (33:00). Gene Munster offers insight on Q4 earnings from Apple (42:00), Microsoft (49:00), Alphabet (52:00) and Amazon (55:00) Q4 earnings.


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View our show notes and transcript here

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