Jaden Schaefer

I think it also is extended to companies like Amazon and Microsoft that already operate really highly profitable cloud businesses.

They have really straightforward plans for monetizing AI.

The problem, I think,

at least from if you're kind of looking at it from like a Wall Street perspective, is just the scale, right?

is just the scale, right?

is just the scale, right?

The numbers involved are just enormous.

The numbers involved are just enormous.

The numbers involved are just enormous, like they're huge.

Like they're huge.

Like they're huge.

So I think there's a lot of skepticism that has kind of like slowed down the industry in a bit.

So I think there's a lot of skepticism that has kind of like slowed down the industry in a bit.

So I think there's a lot of skepticism that has kind of like slowed down the industry in a bit.

Like if you believe AI is going to really transform almost every single sector, I think it'd be irrational to pull back just because investors are kind of uneasy in the short term.

Like if you believe AI is going to really transform almost every single sector, I think it'd be irrational to pull back just because investors are kind of uneasy in the short term.

Like if you believe AI is going to really transform almost every single sector, I think it'd be irrational to pull back just because investors are kind of uneasy in the short term.

So I think that's one side of it, but I think still a lot of these big tech companies are now kind of getting a lot of pressure to justify or maybe at least soften some of the optics of their spending.

So I think like that's one side of it, but I think still a lot of these big tech companies are now kind of getting a lot of pressure to justify or maybe at least soften some of the optics of their spending.

So I think like that's one side of it, but I think still a lot of these big tech companies are now kind of getting a lot of pressure to justify or maybe at least soften some of the optics of their spending.