Morgan Stanley's David Chen on the AI shift that's keeping Wall Street up at night

Hi everyone. It is Thursday, March 5th. Welcome to another CNBC live stream.Now, every year, Morgan Stanley brings the biggest names in tech and the biggest investors on Wall Street into the same room for its TMT conference right here in San Francisco, just down the street from here. Every year, the vibe tells you something about where the market is headed. Last year, the conversation was all about AI's potential.Yes, AYI will be big, but how big and when does it, you know, really, really arrive, especially ...