The Horrible Hype on AI

The question is for how long and does it last? The level of alarmism and excitement on this topic is so wildly extreme. Even if you believe that generative AI is a really big story, will it ultimately confer competitive advantage to anyone? That's much harder to see at this point. And when you mention it 47 times on your call, you're trying to say that it does. You're implicitly saying we're the winner and we're way ahead.