Alex O'Kinn

Joining the discussion is Alex O'Kinn, a managing director at Wolfe Research specializing in enterprise software. He breaks down Oracle’s significant increase in AI spending and the resulting market reaction, describing it as a timing mismatch rather than a failure. The conversation also covers Disney's $1 billion investment in OpenAI and the implications for the entertainment industry. Additionally, they explore the ongoing debate about AI spending risks and the long-term productivity potential of these advances.