Is There a Future in AI?

Gemen: I think right now we're in this excitement haze where there's a lot of excitement around the technology. But ultimately what is actually going to, or who will be able to build real businesses behind it? Gemen: The biggest thing for me is ultimately, will these be good businesses? Will they have a margin structure and a bottom line that ultimately results in cash flow being generated? And ultimately, where does the value of crude? Does it accrue to the large language model providers? Do it accrueto the incumbents?