Welcome to OK Computer. I'm Dan Nathan, joined by Gene Munster, great friend of the pod, managing partner at Deepwater Asset Management. Gene, welcome back.

Hey, Dan.

All right. We got a lot to cover today. We want to preview Nvidia's earnings, which will be Wednesday after the close.

We also want to talk a little bit about all that news in generative AI that came

out last week, first from OpenAI and that product announcement and then from Google I.O. And what that

means for Apple, it seems to be a little bit of a bake-off. I also talk about this with Dear Drubosa. So after

my conversation with Gene, she is the host of CNBC's Tech Check. And she was at both events reporting and did a lot of great work. And she and I cover the space and some of the news that went on there. But first, Gene, a little housekeeping. You're on my pod right now. You have your own pod. What is your own pod called that you drop? Is it twice a week or once a week? It's Friday mornings, and it's

Deep Tech 315. All you need to know, the three most important things in tech and 15 minutes or less.

All right, that's awesome. And you do that with one of your partners over there. I've been listening to it.

It's great. Go find it people in your favorite podcast store and follow Gene because it's a great listen. I just wanted to drop another one, maybe that you can go

follow or if you're listening to this, that means you're already listening to a podcast and you

know how to go follow another one. The Risk Reversal Media team, we just launched the market matrix.

It's dropping on Monday, May 20th this week. It's going to drop every Monday through Friday right after the market closed.

And here's the thing, Gene, which is really cool.

The feedback we get, they like OK computer, they like market call, they like on the tape,

but they're kind of sick of us.

So what we did was we did a generative AI generated, okay, podcast under 10 minutes

every day. If you go there, you're going to know what happened in the markets. You're going

to know what happened in tech. You're going to know what happened in the economy, maybe a little

politics. Really cool. We're using a lot of generative AI tools, a voice box with an awesome

name. So go check that out.

It's MRKT Matrix and it's in your favorite podcast store. How about that, Gene?

...