Welcome to OK Computer. I am Dan Nathan. I am here joined with the illustrious Dear Drabosa. She is the host of CNBC's Tech Check. Debo. Welcome back to OK Computer.

I'm thrilled to be here. I was off last week on the slopes of Whistler Blackcomb. But, you know, the news topic, the tech cycle, never far from my mind.

All right. Are they talking about on the slopes?

Are they talking about chatbots and AI and all that sort of stuff?

Because it seems like we can't quit it here in the U.S.

Obviously in Silicon Valley where you are now, but it's also been a Wall Street story.

You know, on Fast Money, we are covering it.

You know, we talked about it a couple weeks ago, the launch of Microsoft's

new Bing, and they're integrating the Open AI, and then obviously Google rushed out their

barred language model within their own search, and that didn't go particularly well. And then

with a little hindsight, the Microsoft one didn't go particularly well. And so it's interesting.

Microsoft's given a lot of the gains that

it had earlier in the month related to the launch. And Google continues to go down, down about 10%.

In market that terms, that's like more than $100 billion. And it's pretty crazy here. But there's a lot

of stuff going on outside of that. I'm just curious. Thoughts here because investors, I think at least

have come back to Earth on this stuff. And maybe

they're kind of overly punishing Google right here? Yeah, I mean, I always thought that maybe Google

was being overly punished. But then you hear arguments like Microsoft beat them to the game. They

brought this mainstream. So maybe that is deserved. Maybe Microsoft for now is going to lead.

But of course, the longer term is up in the air.

I like how you talk about maybe coming back down to Earth.

Because if you talk about the battle between Microsoft and Google, that may be the case.

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