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. For access to live and exclusive video from CNBC subscribe to CNBC PRO: cnb.cx/42d859g

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All Comments (21)
  • @rapp-in1mz
    Great video, The first $100,000 invested was amazing. But when you hit $300,000 it’s like smashing the glass ceiling! I cried.
  • @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!
  • @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?
  • @jamesaspinwall
    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.
  • @jcv6988
    Can Joe k not help himself by constantly interrupting people?? JFC!! Get rid of him! He’s annoying as hell!
  • @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. 😂
  • @lecturer28
    Why bother have an informed guest when you can rant on yourself!
  • @maxentropy0305
    These CNBC hosts have no clue about AI, and as a result can't ask intelligent questions about AI.
  • Never heard of XAI80K. Can someone please explain? Appreciate it...
  • 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.
  • That last part… “oh great.. you googled a bunch of crap & stuck it all together.. that’s not that impressive.” Lol
  • @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.
  • 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!
  • @oceancity5776
    These CNPC anchors ⚓️ sound like $TSLQ Bulls 😅😂😊
  • @DiFinni
    Palantir! 😎 top Ai software.
  • 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?
  • @GChizo
    The sound efx had me rollin' HA!!!!!!!!!!!!!!!!!