4.6 • 757 Ratings
🗓️ 26 June 2024
⏱️ 20 minutes
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0:00.0 | Welcome to O K Computer. I'm Dan Nathan, joined by Dear Jibosa. She is CNBC's host of Tech Check. Debo. Welcome back. |
0:08.5 | Hello, straight off, a tough loss for the Oilers. Oh, man, your Edmonton Orioles. That was a great comeback. It was a great series. |
0:17.7 | That last period was absolutely amazing, wasn't it? It was just frenzied. |
0:22.1 | That's one word of describing it. It was tough. I really thought that they might pull it off |
0:26.6 | and come back in that last period. Oh, yeah. Well, Connor McDavid, he wins the, what, he wins the |
0:31.7 | award for best player in the playoffs. I mean, that was pretty amazing for a guy who lost the series. But again, you got next year. week or so and some of the stuff has been bubbling up. The EU is all up in the grill of big |
0:54.7 | U.S. tech a little bit. You had a great piece on tech check. I think it was about a week ago |
1:00.0 | talking about Apple's killer AI app. I want to kind of dig into that a little bit, a week |
1:05.5 | and a half later. I think it's interesting to see how the stock reacted, how analysts are |
1:09.7 | feeling about it, how investors are feeling about it, how investors are |
1:11.3 | feeling about it. So that was a really good one. And then obviously there's more talk about |
1:15.2 | Apple and who they're going to collaborate with on some of these large language models and |
1:20.0 | how they're going to integrate it into Apple AI. And lastly, this is one I think is really interesting. |
1:25.2 | I love to get your take on it, the information on an article. I think a few days ago about this brewing battle between Databricks and Snowflake, |
1:32.4 | one company that's in the private markets, one that's in the public markets. And they both |
1:36.6 | have similar market capitalizations, if you want to call that for Databricks in the private |
1:40.9 | markets. So we'll get into all of that. Where do you want to start, Dee? |
1:50.2 | Ooh, so many good places. Let's get EU out of the way because let me tell you, I do not love an EU regulation story. It's one of my least favorite things to cover because at CNBC, we want |
1:55.1 | actionable stuff. And even though the regulators are tougher, a lot tougher than the American |
1:59.8 | ones, it never has an |
2:01.7 | impact on the stock prices of the mega caps. And it has very little impact on their longer term |
2:06.5 | business models, too, right? They're kind of like speeding tickets or a slap on the wrist. But |
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