AI honeymoon is over and this will be its hardest year yet, says Deutsche Bank's Adrian Cox

Um, let's bring in Deutsche Banks Adrien Cox who wrote that note on OpenAI today. And Adrien, um, what do you I mean, not to be too myopic about the action today, but our investors now they've digested this massive reset over the past few months since Gemini's launch. Has that cleared the way actually for um, you know, for some maybe better data points.Um, or do you think this is so existential for OpenAI, it's going to be really hard for them. >> Well, I think you're right. This is actually in a way going ...