Welcome to Ok Computer. I'm Dan Nathan. I have a jammed show for you today. First and foremost,

out of the gate, Deirdre Bosta. She is the co-anchor of CNBC's Tech Check returning to the pod.

Deirdre, welcome. Happy to be here again, Dan. Anytime for you. Yeah, you and I have a ton to talk about.

I mean, you've been covering all of this chat, GPT, and it just seems like there's no shortage

of headlines around these kind of language models here that have caught the rate, not just

here, but also in China.

Like as I'm looking at my fax set screen, I see Baidu up more than 10% because they made an announcement

on this front. We know that Google is making some investments. As we are recording this right now,

Microsoft is hosting their AI event, just talking about how they're going to integrate

chat, GPT, into Bing. So that is going to be just a hot topic here. And we're going to hit all

that just real quickly, a little housekeeping.

I also have a great conversation with First Mark Capitals, Rick Heitzman, on the end of the great VC consumer subsidy.

And then also Gene Munster from Deepwater Asset Management is going to join me to go over all of the mega cap tech earnings that happened over the last week and a half or so.

Okay, Debo, let's hit this one because I've seen you all over at NBC talking about this.

It feels like for a couple months now, you have a lot of reporting across all of these major companies,

but it just kind of seemed like it hit the public market by storm.

I think that, you know, in December, a lot of people were talking about, is this going to be

a big threat to Google?

How far behind are they in Open AI?

You know, Microsoft seemed to, like with that billion dollar investment initially and

then this $10 billion investment seems to have like a bit of the poll position here.

Thoughts on just what's going on because it seems to be a little bit of the pole position here thoughts on just what's going

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