Cameo, a personalized celebrity video marketplace, is the latest company to sue OpenAI. Cameo accusing the Chat GPT maker of launching a similar Sora 2 feature, also named Cameo, saying the offering infringes on its trademark. We've reached out to OpenAI and it said it had no comment.But the Verge says a company spokesman told them, quote, "We disagree with these claims and that no one can claim exclusive ownership over the word Cameo." Joining us now to discuss is Cameo CEO Steven Galanis. Stephen, I guess ...

Let's bring in Melius research head of tech research Ben Writz to discuss. I mean hearing from Jensen just just the last time we've had you on in a few days there's been you know more Jensen bullish commentary more deals announced you know usually around open AI but we got the AMD one as well. Is is there are you getting any questions from investors about whether it's you know getting to be toppy.Oh sure we are. Sure we are. Um and we're telling them to sit tight.I mean, this reminds me of a little bit in 1 ...