Okay, Computer: X Lost the Plot with Deirdre Bosa, Michael Dempsey and Danny Moses

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 26 July 2023

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this episode of “Okay, Computer.” Dan Nathan and Deirdre Bosa of CNBC discuss her interview with the Lyft CEO (2:00), AI for Uber/AirBnB, and Elon Musk renaming Twitter X (10:30). Later, Dan sits down with his “On The Tape” co-host Danny Moses and Michael Dempsey, managing partner at Compound, to discuss machine learning, AI, electric vehicles, and crypto (19:00). View our show notes here Learn more about Ro body: ro.co/okay Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Transcript

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0:00.0	Welcome to Ok Computer. I'm Dan Nathan. I am joined here with Dear Drobosa. She is CNBC's Tech
0:07.6	Check host. Hey, Dee. Hi. I'm coming to you from a San Francisco summer. We finally got the good
0:13.1	weather. Wait, just so you know, and I saw this headline. It was on Bloomberg today that in Q2,
0:18.7	demand for office space in San Francisco was up 10% in the quarter, and I think
0:24.6	the editorial comment was, is the bottom in for San Francisco real estate? Does it feel like there's a
0:30.8	bit of activity going on over there that you've been just waiting for over the last few months,
0:35.3	quarters? Dan, you must be a mind reader. I've been working on this piece for the last week with NBC Nightly News.
0:40.7	So you will see it on Lester Holt tomorrow evening.
0:43.9	But that is exactly what we look at, specifically the generative AI hype and the activity.
0:51.7	It's all here.
0:52.3	It's all in San Francisco.
0:53.5	You might have heard that people moved out during the pandemic. They're all coming back. And that's, it's all here. It's all in San Francisco. You might have heard that people moved out during the pandemic.
0:55.7	They're all coming back.
0:56.7	And that's, we visited a huge headquarters for scale AI, a big generative AI company.
1:02.2	But that is really what's providing hope.
1:04.0	And there are signs of this revitalization.
1:06.8	Oh, that's great.
1:07.5	I actually did not know that was coming.
1:09.4	So I think that's great. I actually did not know that was coming. So I think that's interesting,
1:10.9	and that's super cool that you're going to be on Lester Holt, the NBC Nightly News. Listen, you and I got
1:16.3	a lot to talk about. We're going to be really quick here because I know this is like probably
1:19.4	one of the busiest weeks of the year for you, Dee. But we have a great conversation. I want you all to stick around when Dee and I are done with my on-the-tape
	...

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