Deepwater's Gene Munster on why Google will win the AI arms race

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Published 2024-07-05
Gene Munster, Deepwater Asset Management managing partner, joins 'Squawk Box' to discuss the state of the AI arms race, why he believes Google will ultimately prevail in the AI race, and more.

All Comments (21)
  • @max_vloger_45
    Just swapped all of my last ETH and swapped it into XAI80K. Already up a little bit. Unfortunately I have some other junk staked which won’t free up for a while. Still now I am on the train!
  • The host is a joke. The worst part is he thinks he knows about it. His role should be to ask questions and let the guest speak about it instead of interrupting with stupid comments.
  • @Noname-rw2gi
    I would may serious money for a feature that would automatically fast forward when Joe talks.
  • @kamenidriss
    Dafuq was that noise made by Joe? did he have a stroke?
  • @mena88
    Are they looking at the same payed Gemini I tested. Cause while it may have some value, on the whole with, it is quite rubbish.
  • @AsadNasim2
    It’s apparent that Deepwater is carrying the water for google. 😂
  • These CNBC hosts have no clue about AI, and as a result can't ask intelligent questions about AI.
  • CNBC really needs to get rid of this old host who can't see the future. How he can't see that these models will get better with more compute when blackwell is put into the ecosystem. He just only looks at now which is not what the market looks at. Isn't it his job to talk about a system that is always forward looking? He can't do the job!
  • @Jnoel608
    AI is still eary and doesn’t do anything well enough to make money. It can make a few decisions but will a company trust AI to make a lot of different decisions for them. If AI can’t make decisions for you then what’s the point. Anything else it does can be done with a simple program. The whole point behind AI is it eventually making decisions and doing things automatically.
  • @jcv6988
    Can Joe k not help himself by constantly interrupting people?? JFC!! Get rid of him! He’s annoying as hell!
  • @DiFinni
    Palantir! 😎 top Ai software.
  • @lecturer28
    Why bother have an informed guest when you can rant on yourself!
  • It's clear that neither of them has actually extensively used current AI models or understands even it's current capabilities. On any complex topic, it would take you days if not weeks to get the same amount of information and insight googling. I have had deep and insightful conversations with Claude 3.5. Data analysis capabilities and insight are insane already. They just don't get it.
  • @Hugedatabass
    If this is what the professionals are talking about I wonder how far ahead the experts are.
  • Yes, everything is clear, professionally competent, accessible! Well done!! Thank you!!! Respect
  • You said you think that a XAI80K will outperform btc. What makes you think this? Are there macoeco, technical, fundimental, or valuation reasons for this?
  • @flash521
    Today accuracy isn’t important, it is what is “politically correct - socially correct.” What is truth? Who do you believe? Depends on what you want to believe and who you want to believe. Not trying to be funny here. How will AI spin information that often is already questionable and confusing.
  • @GChizo
    The sound efx had me rollin' HA!!!!!!!!!!!!!!!!!