00:00AI enthusiasm, I believe in it in terms of a technology, but when you look at the massive amount of
00:08spending that is now being undertaken by some of these companies,
00:12they've gone from leveraging balance sheet cash to make those investments to now accessing fixed income markets in a massive
00:21way, and even in some cases issuing equities.
00:25So you do have to sort of wonder whether that vein alone is going to be where the money is
00:31going to be made going forward.
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