Lily Jamali, a BBC technology correspondent based in San Francisco, joins John Danielson, a finance professor at the London School of Economics, and Dan Ives, managing director at Wedbush Securities. They dive into whether the current AI surge is a bubble or the onset of a new industrial revolution. Jamali highlights massive investments and warns many companies aren't yet monetizing AI. Danielson draws parallels with the dot-com bubble, while Ives maintains that heavy tech spending signals a transformative era. The debate tackles demand, investment strategies, and future profitability.
