Welcome to OK Computer. I am Dan Nathan. I am joined in the studio with Dear Drubosa,

CNBC's Tech Check host and my co-host here on OK Computer. How are you doing?

Well, I love being here and in person. I mean, nothing better.

It's pretty cool, right? So in the Big Apple, it's a big week here. Just, you know, we are going to preview all of the major tech earnings with deep water asset management, Gene Munster, your friend and mine.

He's been doing this every quarter with us, I think for over a year now doing a bit of a preview.

So we're going to hit Microsoft.

We're going to hit Google.

We're going to hit Amazon.

We're going to hit Google. We're going to hit Amazon. We're going to hit meta. And then we're going to finish it off with Apple, which it reports next week. It's interesting.

You and IAD were talking about the biggest theme that we want to kind of take out of Q1

earning season is really the hyperscalers. It's what these companies have to say about the pace

of deceleration, where they're seeing it,

maybe geographic, that sort of thing. Talk to me a little bit how you're thinking about,

like, what do you think will be the most important takes? Is it going to be small and medium

businesses? Is it going to be like, oh, you know, like, who knows? Like, what are you, like,

most focused on? I think margins are going to be the big story, not necessarily the fact that they

have come down for each of these sort of big tech companies, but how they're looking at them

going forward, the amount of cost cutting that's left. And we've talked about this before.

It's not growth at all costs anymore for Elon Musk. It is still growth at all costs. But

he's sort of the outlier. We compared this on tech check a few days ago, but the idea that Tesla is an outlier can say that they're going to focus still on growth at the expense of profitability, but I don't think that any of the other mega caps get that kind of pass.

We saw that with meta, how well it's done just as you know general.

They didn't get the pass.

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