Amazon is probably an AI winner, says Evercore's Mark Mahaney

Joining me now, Mark Mahaney, head of internet research at Evercore ISI. Mark, it's great to have you on. It's interesting to me because we went into the earnings season and the narrative was you want to see all these AI hyperscalers increase their capex, increase their spending.That'll be a bullish sign. And now we're coming out the other side of earnings. They all did that and everybody's worried that they're spending too much.Your thoughts. >> Well, I guess it depends. It's company by company.So of the t ...