Dan Gallagher

Dan Gallagher, Heard on the Street tech columnist at The Wall Street Journal, explores the staggering investments in AI by Big Tech. He discusses the risks of obsolescence for these companies and analyzes whether the current spending indicates a bubble. Gallagher underscores the importance of enterprise adoption for funding AI services and highlights Nvidia's pivotal role in market growth. The conversation also navigates through the uncertainties of monetization and the potential downsides of AI, like low-value work, drawing clever parallels to past investment mistakes.