I'm keeping an eye on the enterprise adoption of AI, says Goldman Sachs' Kash Rangan

Now from hardware to software. Joining us now here in San Francisco is Cash Rangun Goldman Sachs, senior software analyst. His team putting out a note this week.Cash, good to have you here. Uh good to be back here in the Bay Area. So fundamental question here.Is open AI becoming a single point of failure for the AI economy. People talk about it being a circular. I don't think it really is circular because they're taking money from a lot of places and putting money back out to a lot of different places.But i ...