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On The Tape

The Fate of the Furious Five | Okay, Computer.

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6757 Ratings

🗓️ 30 January 2024

⏱️ 27 minutes

🧾️ Download transcript

Summary

On this episode of Okay, Computer. Dan Nathan and Deirdre Bosa preview a huge week ahead for tech earnings and some of the key themes to watch out for. Topics: Intro Earnings Expectations (3:00)  The Rally Around Big Tech (15:30) Google’s Search Dominance (20:00 ) The Headset Wars: Why it's Apple's to Lose (23:05) View our show notes here Learn more about Ro body: ro.co/okay Learn more about Current: current.com 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 @dee_bosa 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 a very special edition of OK Computer. I am Dan Nathan. I am joined by Dear Drubosa,

0:06.8

CNBC's host of Tech Check. Debo, welcome back to the pod. As always, pleasure to be here,

0:12.3

especially during Megacab arning season. This is it. This is your Super Bowl. And again, your Niners are

0:17.9

in the Super Bowl. So you must be happy about that. Are you taking credit?

0:21.3

Yeah, I got two Super Bowls going out.

0:22.8

I know, like the Technorati out there.

0:24.7

You guys, like, take credit when the Warriors go to the finals and when the Niners are all good.

0:30.5

And that's why us New Yorkers, we're always rooting against the Niners.

0:33.3

I got to say, the football world, I'm not a huge football fan, but the football sports

0:37.6

fandom in San Francisco feels very genuine, whereas I never bought into the whole Warriors thing.

0:42.0

It felt like a lot of bandwagon jumping.

0:44.1

I will say, I get asked so much if I'm related to Mr. Nick Boza.

0:48.8

I'm not, if anyone out there's wondering.

0:50.2

Or Debo Samuel, for that matter.

0:52.1

See what I did there?

0:53.0

So that's a 49ers there too.

0:55.1

Listen, we got a ton going on other than tech earnings this week. This is why this is a very special

0:59.5

OKC drop on a Tuesday. I am down at the I Connections Global Alt conference in Miami. Guy Dami's

1:06.4

down here with me. We're doing CNBC's fast money here for a couple nights in a row. We're doing our market call down here. Guy and I have Jim Chino's son. We have a big short panel. We have

1:14.2

Danny Moses, Porter Collins, Vincent Daniel, Steve Eisman. That will be on the risk reversal

1:18.4

media YouTube page. Liz Young, our good friend, is also going to be interviewing Mike Wilson

1:22.5

of Morgan Stanley and David Zervos of Jeffries. That's going to be on the page. And I am interviewing Rick Heitzman, the founder of First Mark Capital and Alexis O'Haney and the founder of 776 and the

...

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