Welcome to OK Computer. I'm Dan Nathan joined by Gene Munster. He is the managing partner at Deepwater Asset Management. And he also has a podcast, Deep Tech 315. It drops Friday mornings on YouTube. Gene, welcome to the pod. I mean, this is no joke. One of my thrills of earning seasons always to join. So thanks for having me. You are way too kind. You and I get to see each other frequently on CBC's Fast Money. And this is your return. I think it's got to be your 10th pod with us. We really appreciate your participation. We're going to hit all those big cap earnings. I think we have the sexy six. We know that Nvidia doesn't report until November, probably

mid to late November here, but you actually had some really interesting takeaways from the

Robotaxi event of Tesla last week that you were at. So we're going to hit all of that.

Real quickly, Gene, like how difficult is it to get to one of those events like the Robotaxy

event that you just participated in late Thursday night?

Well, logistics standpoint, it was pretty tight. I came from New York over. Flight was delayed.

I got in at five and then two hours traffic, of course, famous L.A. traffic. And then I had a

red eye back. So I had to leave the event around, call it 10 o'clock, something like that.

So I only got to be there for about three hours.

And I can say from an investor perspective who's watching the industry, these events are just golden opportunities to talk to people who are building the tech.

I mean, it's to try to go and look inside some of these companies,

try to triangulate who the right person is. But here you're literally in line bumping into people who are doing these things. And it's just a really good environment to learn a lot about

what's going on. It's hard to get logistically there. There's a couple thousand people there.

So a lot of people had the ticket. And it was just another good example of, I think, Tesla doing what

they do really well, which is build a lot of excitement. We can talk about the substance behind it,

but at a minimum, the excitement was there. All right. Let's talk about this Robotex event.

It was on the floor of the Warner Brothers lot in Los Angeles. Like you said, there are thousands of folks roaming

around, a lot of technologists, a lot of investors, and a lot of analysts. But there's also a lot of

folks from the company there. Talk to me a little bit about what the focus was. Again, we know

that Robotaxy was the event. We know that they brought in the cyber cab. They brought in the little

bus thing. I don't know

what they're calling. You and I talked on fast money, I think, on Friday afternoon. I'd take the over

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