Latest Deals Raising Questions About an AI Bubble
I'm really interested in the fact that your you've got holdings in video. You're clearly a supporter of the AI theory, but are we looking at a bubble and you get these sorts of deals. Well, you can go to look at a choice.One, in terms of timing of the deals, if it if it is a bubble, it's potentially an NPV issue. Is it. Are we going to get all this revenue in ten years time or five years time.And that's what the market is trying to figure out right now. People try to compare this to the dotcom bubble, etc.. ...