WWDC AI Expectations + Catching Cancer Early with Emi Gal and Rick Heitzmann | Okay, Computer.

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 5 June 2024

⏱️ 65 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Nathan and Guy Adami are joined by Deirdre Bosa to break down and dissect the top headlines in the tech sector this week. The crew dives into recent tech trends, dissects Nvidia's influence in AI, and analyzes post-earnings stock movements of Dell. They explore potential PC upgrade cycles driven by AI and Nvidia's latest AI platform introduced at Computex. Elon Musk's "strategic" use of Nvidia AI chips and Apple's prospective partnership with OpenAI ahead of WWDC are also discussed. After the break, Dan is joined by Rick Heitzmann of FirstMark Capital and Ezra co-Founder Emi Gal as our “Funders x Founders” series returns. The guys are highlighting the company's mission to revolutionize early cancer detection through AI-driven MRI scans, focusing on goals to expand accessibility and improve early detection rates over the next decade. Timecodes Pump The Brakes On An Upgrade Cycle (2:00) Computex (7:30) Musk Chip Moving (12:00) Deebo Previews Wwdc (14:30) Starting Ezra (32:00) Digital Health X Firstmark (34:30) Pricing (43:00) Pushbacks (50:00) The Future For Ezra (55:00) Biohacking (59:30) — View our show notes here Learn more about Current: current.com Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points 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	All right, welcome to a special edition.
0:03.8	Another special edition of OK Computer.
0:05.9	Why is it so special?
0:07.0	Well, my partner, Guy Adami, is here with me
0:09.7	on the second week in a row.
0:11.3	And we're gonna have a very special guest
0:13.2	of Dear Jrabosa.
0:14.1	She's the host of CNBC's Tech Check.
0:16.2	We're gonna do a little WWDC preview.
0:19.1	That would be Apple's Worldwide Develop developers forum. And then I have this great
0:23.2	conversation with the CEO founder and a CTO of Ezra. This is a company in the first marked
0:29.8	capital portfolio. Rick Heitzman, good friend of the pod, is an early investor and he's on the
0:35.1	board and we're going to talk about their relationship and
0:37.6	how Ezra came to be. I am actually a very happy customer of Ezra. We're going to get into
0:41.9	all of that. Guy, how you doing, bud? I'm well. I'm excited to be here. Looking forward to seeing
0:47.1	Dee as always. Listen, I want to do a couple reviews before we do the preview of WWDC with D.
0:55.0	Let's talk a little bit about hardware.
0:56.0	You know, we spent so much time talking about these generative AI, these launch language models, and what the monetization is going to be,
1:03.0	and who's investing in who, and how they're going to be integrated in products and services.
1:07.0	And, you know, it's interesting.
1:08.0	The trade, as we've discussed on many occasions, has gotten really narrowed. You've heard that expression, the picks and the shovels, and that really
1:14.8	meant GPUs. And, you know, in the last two years or so, we've seen Nvidia obviously take most
	...

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