DeepSeek Leak with Gene Munster | Okay, Computer.

Dan Nathan and Gene Munster discuss the recent market turbulence caused by the emergence of DeepSeek, a Chinese AI company claiming to outperform OpenAI's models. They explore the implications for established tech giants like Nvidia, Meta, and Apple, and consider the broader consequences for the AI industry. Munster highlights the potential for a shift in market dynamics and investor sentiment, emphasizing the geopolitical and technological significance of Deep Seek's advancements. The episode closes with a look at upcoming earnings from Apple and Meta. Articles Referenced Gavin Baker on DeepSeek (X) Marc Andreessen warns Chinese ChatGPT rival DeepSeek is ‘AI’s Sputnik moment’ (Fortune) — 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 contact@riskreversal.com 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

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Welcome to the RiskReversal Pod, where Dan Nathan and Guy Adami are joined by the most brilliant minds in markets and tech.  We break down the most important market moving headlines to help listeners make better informed investing decisions. Our goal is to deconstruct Wall Street speak and offer contrarian insights and strategies that help investors navigate increasingly volatile markets. Tune into the RiskReversal Pod Monday through Friday for succinct 30 minute pod drops of market analysis that you won't find anywhere else. For new episodes of On The Tape with Danny Moses, search "On The Tape" in your favorite podcast platform. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media