AI Buildout Entering a Riskier Phase, Says Parnassus CIO

Our next guest believes markets are still digesting the largest CapEx surge in history driven by demand for AI compute. Todd Ahlsten, Parnassus Investments, chief investment officer and portfolio manager is with us here in San Francisco on set. I wanna start with with the signal, I suppose, that comes from that report Rachel just gave.Anthropic has a real revenue number and an updated ARR number, and lots of different names are moving this morning. Chip names, those that are invested in it, other software n ...