All right, welcome to OK Computer. I am Dan Nathan. I am joined with Dear Drobosa. She's the host of

CNBC's Tech Check. Welcome back, Debo. Always happy to be here, a whirlwind trip to see you in New York

in Miami last week and back in the saddle. Yes, you actually, you probably got a lot of Intel.

You spent some time in New York. You were on the public tech beat. You spent

a little time in South Beach on the private tech beat here. We're going to cover all of those

Q1 earnings that we saw last week since we were last with you. Also, some very interesting

names that I know you're very focused on. You've been reporting all day here on Uber's results

and their bang-up results. And I want to kind of drill down on some of the metrics you often push back at me and some

other folks who are on your programming, who refer to profitability, but in the terms of

adjusted and really feels like Uber is crossing a little bit of a Rubicon as it relates to

gap profitability.

So I want to hit on that.

We also have a great interview coming up. Dan

Niles, the founder and portfolio manager of Saturi Fund. Dan's a guy that I have known for an awful

long time. Dee, I go all the way back when he was a tech analyst at Robertson Stevens in the late

90s covering semis and hardware. And he was like poster child for big tech back in the day.

And now he runs this fund that is a long, short, large cap, primarily tech focused fun.

He's also a guy that you've had on tech check for years. Talk to me a little bit about Dan and your

relationship with him. Let me first say that Dan Niles.com is a legend.

He is a wonderful person, also I should add, who we found out he was coming on Tech Check.

And then one time we were going to do the CNBC Pro Talk and figured out that we lived a block away from each other.

So that led to us and his wonderful wife and my husband playing

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