AI Momentum, Meet Infrastructure Reality

As I mentioned, actually Jonathan and I were talking about this a little bit earlier today and everybody's talking about AI is in a bubble or is about to burst. At the end of the day, what I think about is what would cause it to burst. And I don't see that happening.And this is mainly why, right. Because if you think back through kind of human existence, anything that makes life more convenient tends to kind of stick around. And that's exactly what's happening with AI today with regards to its infusion in a ...