Welcome to OK Computer. I am Dan Nathan. I am joined with one of my favorite pod partners. That would be Gene Munser. He is the managing

partner at Deepwater Asset Management. Gene, welcome back to the pod. Pleasure to be here, Dan.

All right, Gene. We have one job today is to go over three, I think, really epic stories that are going on in tech right now. We're recording this

Tuesday afternoon. We know that Nvidia is hosting their GTC conference. Take every one of those

Apple product announcements of the last 10 years, sadly since Steve Jobs has passed, if you will,

and put them all together. And that's what we got going on. They're calling it the

invidia woodstock, if you will. So we're going to break down all the announcements in and out of

there. And we're going to talk a little bit about investor sentiment and valuation and how you guys

are thinking about it over at Deepwater. The other one was this story out of Bloomberg Monday morning

that Apple and Google are possibly discussing some sort of tie-up

with Gemini that is obviously Alphabet's generative AI product, and we know that Apple has

been left in the dust of late there. And the last one, we'll spend a few minutes on TikTok

and a proposed divestager that could lead to a ban and what that might mean for U.S. social media companies.

All right, Gene, let's get into it.

Awesome.

Let's go.

Let's start with Nvidia here.

Can you go back in your career covering technology and think about a company that in such a

short period of time has just absolutely dominated really from a psyche standpoint, but also a market cap standpoint.

And then also from a performance standpoint, I mean, what Nvidia has been able to do in the last

call it year and a half is something that I have never seen in my 25 plus year covering the

markets, but specifically tech also.

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