Dan Niles: Main question around AI is if deployers are generating any revenue

All right, so your next guest thinks that some AI cracks are beginning to form, but he is still bullish on the AI story overall. Here now is Dan Niles, founder and fund manager at Niles Investment Management. Dan, you've been doing this a while.Is there any part of you that worries that all of this, dare I call it, around the AI spend is a little overdone. >> Oh, yeah. It's definitely overdone.And you know, I think Bill Gates a long time ago said it best, which is technology is generally overhyped in the sh ...