Tyler Crowe

Thanks so much.

I'm going to toss it to John first, and then Tom, you get to have the concluding thoughts here.

Yeah.

Just my quick thought is, it really does seem like a Rorschach test of how much do you see growth in AI capex spending?

Because if it's going to remain incredibly high, then maybe not as much of an issue because it's a little bit of the tide lifts all boats sort of ways.

Because as we've said throughout this entire podcast, demand right now is overwhelming.

We could probably go, as Tom said, another 45 minutes, but he is a very busy man and we need to give him back some of his time.

I think that's going to be all the time we have for today.

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Thanks to our producer, Dan Boyd, and the rest of the Motley Fool team.

For Tom, John, and myself, thanks for listening, and we'll chat again soon.

Open AI Jitters on Motley Fool's Hidden Gems Investing Podcast.

Welcome to Mindful Hidden Gems Investing.

I'm Tyler Crowe, and with my longtime colleagues and Fool contributors, Lou Whiteman and Matt Frankel.

Earnings are kicking up.

MAG7 have not reported yet, so we're going to take a quick pause to not talk about MAG7 earnings, although that's probably going to be on later shows this week.

Instead, we want to start today talking about OpenAI and some struggles that were released in the Wall Street Journal.