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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. — 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