“There's a genuine concern out there that the companies have gotten ahead of themselves with the massive amounts of investment that they're promising without a strong timeline as to when the revenue, the profit will fall in place to actually make it worthwhile. Google, for example… their search revenue from ads is slowing down. So people are saying, is the money they make from AI really going to make up for whatever they lose on search ads?”

Yeah, I think there's a genuine concern out there that the companies have gotten ahead of themselves with the massive amounts of investment that they're promising without a strong timeline as to when the revenue, the profit will fall in place to actually make it worthwhile. Google, for example, we saw that even though they're still growing very rapidly in terms of their revenue, their search revenue from ads is slowing down. So people are saying, hmm, is the money they make from AI going to really going to make up for whatever they lose on search ads and so forth? And I think that question propagates across all these companies. And you're seeing investors who are not really asking questions about the enormous prices they were willing to pay for those companies now asking questions. We're seeing Intel down. We're seeing Google down. We're seeing, in fact, most of the big stocks that we associate with AI are actually kind of struggling this