Alphabet is well positioned with AI applications, says GMO's Tom Hancock

Joining me now is Tom Hancock, portfolio manager of the fund. And it's great to have you on. And let's start right there.The fact that we are seeing uh a recovery here or a rebound here in some of these big tech names. Does it have legs. >> Yeah, thanks Mark.Well, it's kind of funny, right, to see these stocks where what really matters is how successful AI is, what the end uses are five to six years from now, moving around so much on questions about whether the government reopens in time for there to be Tha ...