The Rise of AI in the US

I'm a believer in AI. I believe there's some merit to the CapEx spend that people think is attached to AI, and it's going to at least resuscitate some of the CapEx spending across tech,. Tim Lister: When it comes to Tencent and Alibaba, we're talking about two of the most sophisticated tech companies in the world. This hasn't happened overnight. This isn't a headline today. This is a headline that's been taking place over the last year, year and a half. We've talked about Bob as a trade. On valuation, it's not even close. It's very cheap. Yep.