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Welcome to the Risk Reversal podcast. I am Dan Nathan. I am joined by my good friend, Deer Dobosah, who is back. It's been three months, D. AKA an eternity in the world of tech and AI. Yes, three months. Well, we're going to go over what you miss. So you guys all know, dear, Deird she- I didn't miss anything. Did I? No, nothing. I mean, you know, the NASDAQ's up 14% since you left. The S&P is up 10%. There's been trillions and trillions of dollars, a market kept gained by a handful of stocks. You guys all know, Dee. She is the host of CBC's tech check. She was spending a lot of time with us,

graciously giving us your time before you went on maternity leave.

So it's great to have you back.

And I miss your reports.

So you're going to be doing,

let's just kind of reorient our listeners with,

obviously you do Tech Check throughout the day on CNBC.

You will also be doing what?

My deep dives, which is something that we started about maybe two years ago now, but these

sort of long-form YouTube videos that we thought were pretty wonky but has a really, like,

whole, wide audience.

So if you're interested in where AI is going, that's what we focus on.

We focus on things like China's role, a term called distillation, which is actually really important to know if you think about the race between the U.S. and China.

...