Welcome to OK Computer. I'm Dan Nathan. I am joined by Gene Munster. He's the managing partner at

Deepwater Asset Management. Gene, welcome back to the pod. Great to be back. You know I look

forward to this every quarter. Actually, I think we're doing it more than every quarter, or at least

once a quarter. Yeah, my life is better. I couldn't quite put a finger on it, but I think you just nailed it. I think we're usually doing a preview and then we're doing a review of big tech earnings.

And it's interesting that we have plenty of talk about today because tomorrow, this would be Tuesday.

By the time you're listening to this, we get mega-cap tech earnings kicked off with Tesla.

We did have Netflix last week in the reaction of that.

So we definitely want to talk a little bit about that. I know that you've been also talking about just the implications of a potential ban of TikTok

here in the U.S. Now, again, that's a potential ban. We know that this is going to take a very

long time if it were to play out. But what are the implications on Snap, on meta, and some other

names in the space? And then we're going to obviously get to

Apple and Amazon and the Google and a few other names here. But really quickly, as our team was

doing a little work for this pod, they noticed on the Twitter that you're doing a weekly

video, Deep Tech 315. Give us the 411 on DT315. What are you doing? When's it dropped? And what are the goals there?

So it's myself and Doug Clinton, who is one of the other founding partners at Deepwater. Doug and I have

worked together for 15 years covering investing in big tech. And what we do with Deep Tech is we

highlight the three. This is the three in 315.

We highlight three topics in the week that are the three most important topics, and we do it all in 15 minutes or less.

And so set another way.

If you happen to be checked out for four days, what's going on in tech, check in to DeepTech 315 on Friday morning and we'll get you up to speed.

Awesome.

All right.

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