00:00My stance generally is that bubbles are a good thing because they mobilize capital and talent into important problems, important sectors.
00:08And I think we are in a really interesting time.
00:13There is a lot of capital going into technology, broadly speaking.
00:17It presupposes certain theses of how fast AI is going to diffuse to actually recoup the investment on the capital that's being made.
00:24And you'll see some spectacular failures, but I do think the ones that are working are incredible.
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