It's hard to believe that companies will have an AI moat, says WSJ's Greg Ip

As companies race to lead the narrative, but taking the lead costs a lot of money. Amazon, Meta, Microsoft, and Alphabet are expected to spend around $340 billion this year alone in building out data centers and developing products. Our next guest is concerned about that spending, writing in a recent op-ed that the massive amount of money being spent poses a hidden risk to the economy.The Wall Street Journal chief economics commentator Greg Ip joins us now. Greg, it's great to have you here on Overtime. And ...