Deirdre Bosa, the host of CNBC's TechCheck, joins Dan Nathan to dive into the evolving landscape of AI investments, uncovering the implications of tech giants like Google and Amazon backing companies such as Anthropic. They debate the longevity of generative AI while discussing rapid revenue growth at firms like OpenAI. Later, Michael Dempsey and Jonathan Godwin share insights on using AI in climate tech and advanced materials, all while exploring market dynamics and potential overcapacity in AI infrastructure.

Deirdre Bosa, the host of CNBC's TechCheck, joins the discussion on the shifting dynamics of AI investments, revealing insights on Google's and Amazon's backing of Anthropic. She critiques a New York Times article on generative AI's future. Michael Dempsey and Jonathan Godwin delve into their innovative use of AI in advanced materials and climate tech. The conversation also explores skepticism around AI revenue, overcapacity in infrastructure, and major tech firms' evolving strategies, prompting a debate on whether the AI glass is half full or empty.