Aidan Donnelly

Particularly if you have the long term prism, right, of looking through it and saying, OK.

You know, the hype is one thing.

Stock market hype is one thing.

But actually, when the dust settles here, who's going to make real money out of this in terms of organisations?

And you back them to the point where, you know, the valuation still remains reasonable.

And spread your bets.

That's absolutely it.

Yeah.

Good morning, Susan.

How are you?

Look, I think there's an ongoing debate really out there about, you know, we're hearing all the amounts of money that are going to be invested in AI and things like that.

And, you know, the debate has now started, while nobody has a problem with all that investment, the question is who's going to make a return?

When is the return going to be made and how much is the return going to be?

And I think when you look at what we've seen in terms of individual companies and stock markets and things like that, there has been a huge amount of focus on it and valuations have gotten very high and people are starting to look at it.

I don't think there's anybody listening that won't deny that AI is going to be hugely beneficial, both right across the board in our own lives, but also in the

in every company life in terms of improving efficiencies and optimisation of operations and things like that.

So I think the issue really is around the degree of the return and the timing of it.

And as is always the case, you know, markets are sometimes inclined to get a little bit over their skis when things like this come around.

Well, there are definitely.

You look at the likes of Alphabet and Meta, and while people are turning around and saying that they're not making any money, underneath it, an awful lot of the technology is driven.