Still a lot of 'ifs' around the AI trade and its payoff, says Big Technology's Alex Kantrowitz

Let's stick with this story. Check out the pop in shares of HubSpot, Salesforce, Figma, Corsera, all mentioned on stage at OpenAI's Dev Day as partners. So, what does all that mean for investors when one private company has so much sway over public stocks.Joining me now is Alex Caneritz, big technology founder and CNBC contributor. Alex, very seldom is so much of the demand in a global innovation push focused through one company in OpenAI. >> Right.There's definitely a concentration risk here with OpenAI an ...