Welcome to Ok Computer. I'm Dan Nathan. I am joined with Deirdre Bosa. She is the host of CNBC's Tech Check.

Dee, welcome back. It is great to be back. You've been gallivanting around Europe. I've been here in the studio most.

I have been gallivanting. And I think that makes a whole heck of a lot of sense, given just that my butt has been in the seat for three and a half months straight, just podcast. You deserve it. There you go. I just want to give myself a little pat on the back.

You and I have a lot to talk about. There's actually newsbreaking on pricing of Microsoft's co-pilot.

This is the AI-fueled platform that's going to be a subscription service on top of Microsoft 360. So we're going to talk

about all of that here. Also, stick around. We're going to be going into earning season. We got a

bunch of stuff kicking off. This is Wednesday after the close. When you're listening to this,

we have Tesla and Netflix after the close. And I think those will set the tone for tech earning season

D. But also, I had a great conversation with a really good friend of mine, Dan I think those will set the tone for tech earnings season D. But also,

I had a great conversation with a really good friend of mine, Dan Turan. He is the co-founder of

Gutter Capital, and he brought along Rachel Neymouth, who is the CEO and co-founder of Opus.

This is a digital platform that is really focused on some of the kind of working skills gap that exists in this country

and training deskless workers. So it was a really interesting conversation that we had there.

All right, let's get into it, Dee, because it is basically midday on Tuesday as we are

recording this. And it's kind of a funny day in the markets because we had some of the big

tech names selling off as a lot of the bank stocks were rallying after better than expected

earnings over the last couple of days. And then all of a sudden, this headline about Microsoft

and the pricing of their co-pilot comes out in the stock rallies, three and a half percent in a

straight line. Let's talk about

what the news is. I'm sure you're going to be talking about this a whole heck of lot in CNBC for the

next couple of days. So I was actually on TV talking about the air coming out of the AI bubble a little bit

and then this hits. And as you said, the stock shot up. And the reason I think it shot up is because both things can be true.

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