
#3: Mr. Beast's burger bust and will M&A ever return?
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The Future of AI
I think we all agree that the AI thing is a big thing. But I also think that people's exuberance around this is far exceeding what is possible with the technology today. And so there may be a little bit more wiggle room in the middle there than everybody's kind of talking it up right now. Right? So you don't need to do these acquisitions, but I think the timeline is going to be longer than people think.
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