"Show Me the Money:" Headwinds & Tailwinds Ahead for AI ROI

And it's time now for our 360 round to discuss the outlook for tech amid this heavy capex spend that we're seeing the war in Iran and rising energy costs. Joining us now Dave Nicholson, chief research officer at Futurum and Nitton Sashetti, the portfolio manager at Papyrus Capital GP. Great to have you both with us.Dave, let's start with you. We we've moved pretty sufficiently from this AI euphoria phase into this show me the money phase of AI here. We want to see this tangible ROI.I was just talking to uh ...