Jack Crivici-Kramer

to receipt maxing.

And now Jack and I are going to the takeaway.

Jack, what's the takeaway for all our buddies looking at AI?

Show me the money?

No, no, no, no, no.

Show me the results.

Ladies, Dell's stock has tripled this year.

They just had their best day ever on Friday.

It jumped 40% because of AI deals.

Micron stock has tripled this year too.

And a broad semiconductor ETF is up 150% in the last 12 months.

And it's all driven by

Biogenic AI and the giant demand it's created for compute and chips.

But now we're at the phase in the AI era where companies are asking, is all this AI I'm paying for actually worth it?

Some of them are going to say yes, but some will be saying no.

CEOs are going to start to ask, what's our minimum viable AI model for this project we have to do?

Like, Jack, do we need Claude's expensive latest frontier model for this project, or will a cheap Chinese model work instead?

And CFOs are starting to demand accountability, that their AI investments are raising revenues or cutting costs.

Besties, with three epic IPOs coming up, SpaceX, Anthropic, OpenAI, what companies do next with their AI budgets, it's going to be in the spotlight.

Because to quote Jerry Maguire, sorry, to quote Rod Tidwell...