The Quartal When Mega Cap Tech Lets Us Down

Gene Munster: This is probably the fourth in a row where it's kind of not giving you what you want. The two conference calls are really going to set up, I think, the tone for AI for the next one, two months. And we're going to hear more, especially from Google on their nine products that are $1 billion in monthly active users. That is by far the most of any company and they've been sitting on this AI train since 2017. We're about three years out from COVID right. So it's about that time where you could start to see some of the end of the cycle here.