The Rise of AI Enthusiasm

Some companies that are focused on AI and have been doing well are also these megacap-tech companies. They make up a large part of benchmark indices like the S&P 500, like the NASDAQ. There's momentum behind this strategy, but I think there's also risk. Anytime there's an impact of disruption, you want to be thinking what could this change? And what will this disrupt that we're not looking at?