The State of the Economy in Silicon Valley

Mark Mahaney is senior management director of internet research over at Evercore AI. We're expecting the biggest drop in tech profits since 2009, he says. How successful are these companies defending their free cash flow and earnings? And I imagine that every tech company is going to mention AI - how many times will it be mentioned this week? But it's going to be high, but for a reason too, we're at a bit of a tipping point," Mark adds.