00:00If you're not right in the middle of it, it's hard to fathom.
00:04We are going to invest $1 trillion in CapEx and systems and chips for AI.
00:11The semiconductor industry has added a trillion in market cap in the last year.
00:16The software industry, like I said, has gone down by $1.3 trillion.
00:19This is a massive transformation.
00:21Every business here is going to be affected.
00:22As the COO, it's your job to figure this out
00:25because it's going to define how business is done for the next several decades.
00:28It's bigger than the internet.
00:30It's bigger than mobile.
00:31And it's important to start acting now in a way that makes business sense.
00:35There's a lot of hype.
00:36I guarantee you a lot of companies are going to go completely under.
00:39You don't want to partner with them.
00:41You want to find trusted partners that are going to be around for 10 years
00:43that have strong business models that understand your business
00:47and understand what you're trying to accomplish and can drive real business outcomes.
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