Janus Henderson's Denny Fish on AI: We'll continue to see models ‘leapfrogging each other'

Let's stick with the tech trade this morning. Joining us today is Janice Henderson's head of technology research and portfolio manager, Denny Fish. Denny, it's good to have you.Thanks for the help. We definitely need it because I was just thinking all of these discussions are getting so rich. I mean, we've talked about the reliability of LLMs, debt and depreciation, circular financing, and now TPU competition.Is that changing your models or you have you has everyone been all over this. >> Yeah. know it's ac ...