AI Bubble? Why the Doom Narrative is Wrong

Transcript

A number of things are coming together to drive a narrative that we're in an AI bubble today. I saw a conversation just on X last night basically saying the death of AI is near, right? Like we have the profits of doom out. I want to lay out for you why I think that's happening. And then I want to lay out for you the pieces we're not looking at as a... Read More