AI Valuations Corrected Themselves: CFRA’s Zino

Angela, what do you what do you make of this sort of race between Alphabet and in video that we've seen play out over the last couple of days, the narrative shift that, hey, wait a second, Alphabet with a ten year old product might actually have something that could compete with in videos, GPUs. Do you buy it. Yeah, and thanks for having me, Tim.The way I look at this, it is Listen, Nvidia has had the 90% plus market share in the compute side, right, with their GPUs. Our view the whole time was that they we ...