Do Optimus Dream of Electric Taxis? with Gene Munster

Written By Timmy Adami

October 17, 2024

Dan Nathan and Gene Munster dive into Tesla's robotaxi event and the impact of unmet investor expectations on stock performance, alongside concerns about delivery targets and competition from Chinese EVs. The guys also discuss Google and Meta's integration of generative AI, shaping search results and user growth. The conversation wraps with a discussion of Apple's upcoming feature updates and their potential stock market impact.

Checkout Gene's podcast 'DeepTech315' here.

Timmy Adami
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Taking Stock of Waning GenAI Euphoria with Current CTO Trevor Marshall