Travis Hoium

So what is going on with this AI trade?

So what is your answer?

What do you think is going to happen?

Let's say that Amazon this year or even next year says, hey, we are going to pull back.

Do you think that boosts the stock?

Yeah.

It has changed 180 in six months, it seems like.

Well, and a lot of things are cycles.

So if you think about something like the Gardner hype cycle, where you have this hype cycle with artificial intelligence started at the chat GPT moment in November of 2022, you eventually end up at a point where you get to a trough of disillusionment where people go, ah, man, this, this isn't real.

There is no payoff.

You know, maybe, maybe the technology is real, but we went through this with the internet where

Are these companies going to actually be able to make money?

And that took years to get to that point.

Is it possible, Andy, that we get to that point in the next year or two with AI?

And actually, that's when you want to start buying some of these companies because that's when you're going to be able to find the next Amazon, the next Google, and they're going to already have kind of won the market.

I think that's what, looking back historically, that would have been the time to buy.

When we come back, we're going to see how well Lou and Andy remember their market history.

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