What's Next for Nvidia and Huang? Gene Munster and Dan Ives Weigh In
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[0:00] Joining us for more analysis this morning after Huang's departure.
[0:04] It's our two of some of the biggest names when it comes to the tech space on
[0:08] Wall Street. Dan Ives with us this morning in our
[0:11] Bloomberg Interactive Brokers studio. Dan is the founder and managing partner
[0:15] at Yorkville Lives. And Gene Munster is with us as well,
[0:18] managing partner at Deep Water Asset Research.
[0:21] It's great to have both of you with us this morning on daybreak, and to think
[0:25] about Nvidia as this sort of F1 supercar.
[0:29] Uh, gets to your note, gene, out this morning after the challenge for Nvidia.
[0:35] The central challenge is to maintain urgency.
[0:39] How difficult is it going to be for Nvidia to stay in the lead, to keep the
[0:44] AI race going without Jensen Wong in the cockpit?
[0:48] Good morning. Good morning.
[0:50] I'll start with I'm a shareholder of Nvidia.
[0:52] So I think that the near term I described as the next couple of years
[0:55] are going to be in a great place. Uh, the to answer your question about
[1:00] how difficult is it? Long term it's extremely difficult.
[1:04] And to put it into perspective, if you look at the playbook for companies that
[1:09] have been generational, tech companies that have had these spectacular
[1:12] outcomes, and that's if you're investing today, but you're looking for one of the
[1:17] the key common characteristics is that it's founder led number one.
[1:21] And number two, those founders tend to have a war time, a really intense sense
[1:26] of urgency. And I mean, we can go through everything
[1:29] from jobs to Zuckerb