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cover of episode Tech’s Laisez-Faire Era + Nvidia Earnings Preview with Gene Munster | Okay, Computer.

Tech’s Laisez-Faire Era + Nvidia Earnings Preview with Gene Munster | Okay, Computer.

2024/11/19
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Gene Munster认为特斯拉押注特朗普政府放松自动驾驶监管对投资者有利，但实际效果仍待观察。他还指出，Waymo的自动驾驶部署也受到监管限制，规模仍然很小，而特斯拉实现自动驾驶的关键在于监管而非技术。此外，他认为优步和Lyft的长期价值存疑，因为在自动驾驶时代，它们的品牌优势可能不再重要，自动驾驶网约车市场很可能赢家通吃。关于贸易战，Munster认为贸易战和关税对科技股不利，市场目前低估了其风险，特斯拉和苹果可能在贸易战中受到影响，但特朗普政府可能会对苹果提供一些保护。他还认为，特朗普政府内部对科技巨头的监管态度存在分歧，但最终可能会倾向于放松监管，以促进创新，这可能有利于人工智能创新，从而保持美国在该领域的领先地位。如果苹果与谷歌的搜索协议不受监管干预，对谷歌有利，对苹果不利。在更宽松的监管环境下，亚马逊和苹果等公司可能通过并购加强其在人工智能领域的布局。Perplexity等AI公司在并购市场上很有吸引力，人工智能领域的并购活动将日益活跃。人工智能的兴起和政府更迭将共同推动科技行业的重大变革和并购活动。最后，Munster认为英伟达的未来增长取决于市场需求和H200芯片的供应情况，以及规模法则是否成立，如果规模法则成立，英伟达的增长将持续更长时间，但最终仍将面临市场周期。Dan Nathan则主要就这些话题与Munster进行讨论，并提出了一些疑问和看法。

Deep Dive

Chapters
Discussion on Tesla's advancements towards autonomy and the impact of regulatory changes under the Trump administration.
  • Elon Musk's bet on a Trump presidency to loosen regulations for autonomy.
  • Potential for Tesla to accelerate its path to autonomy with government support.
  • Tesla's stock performance and market capitalization in relation to autonomy progress.

Shownotes Transcript

Dan Nathan and Deepwater)'s Gene Munster) discuss how the tech world digests potential regulatory shifts post-election. The guys also dive into potential for autonomous vehicle advancements, trade tariffs, and their impact on tech giants like Apple and Tesla. They delve into the possible regulatory environment changes under the Trump administration and its implications for AI and big tech M&A, wrapping up with expectations for Nvidia's upcoming earnings and the broader impact on AI demand.

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