00:00We've been debating a lot about bubbles and what are different types of bubbles.
00:06Some are just financial bubbles, others are bubbles that are just a combination of a lot of buildup.
00:14I just feel that the need, the requirements in energy and compute that is required for AI-enabled technologies is
00:25very high.
00:26And that is what's being built.
00:27On the other hand, what is less certain is what are the revenue-generating mechanisms and business models out of
00:36that technology.
00:38And I think that's where you need to see where the mismatch can happen.
00:42And again, how bubbles burst, they also are just a moment in time.
00:49What one has to try and focus is how directionally we are making progress.
00:53Thank you.
00:54Grazie.
