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Gene Munster Put 70% of His Money In AI —What He's Buying Now
Youtube· 2026-03-25 17:09
For years, the trade was simple. Own big tech. Is it still that easy.Gene Monster is managing partner of Deepwater Asset Management and joins us now. Jean, thanks so much for being here. >> Wonderful to be here.>> So, Jean, what do you think. Big tech is lagging this year. Does the market have it wrong.>> I think the market uh has it wrong in the sense that you should still own some of the big tech. This idea of just owning kind of a basket, not giving it much consideration, I think is going to perform uh l ...
X @Sam Altman
Sam Altman· 2025-09-25 19:36
Product Launch & Features - ChatGPT launched a new feature called "Pulse," initially for Pro subscribers [1] - Pulse proactively provides users with custom-generated content based on their interests, connected data, and recent chats [1] - Users can enhance Pulse's performance by sharing their preferences and interests with ChatGPT [2] Future Direction - The company envisions ChatGPT evolving from a reactive to a proactive and highly personalized assistant [3] - The company plans to improve Pulse's quality and expand its availability to Plus subscribers in the future [3]