Luca Pietro0:00 Investors are becoming far too defensive with their tech sell-offs recently.0:05 As we've seen with this AI bubble and the overvaluation in the market, we have these tech giants like NVIDIA and Palantir trading at ridiculous uh multiples, which is resulting in this overvaluation in the market right now.0:17 However, even with CEOs coming out and saying, um, for example, Sam Altman came out and said that investors are too bullish on on the AI boom, I still believe that uh there's a lot of uh progress and growth to be made in the space.0:31 Um companies are now just starting to integrate these benefits that we're seeing from AI into their operations top to bottom.0:38 Companies are gonna be able to become much more efficient with these AI procedures, um, and I think it's just gonna continue to grow.0:45 Uh although it is overvalued right now, I don't think that's necessarily a reason to completely um follow the rest of the crowd with this tech sell-off.0:54 Uh I believe that uh we need to keep our cards close and see how this plays out, but I I s I still believe that we we're we're we're not seeing the full long-term growth of this revolution.
Connor Mcilhinney0:01 I agree with you in saying that the AI market is overvalued right now.0:04 Um I think it's easy to point out failures like Chad GPT five, where open I promised that it would become another revolutionary model and it just failed um on almost every aspect of that, failing at basic math in in some circumstances.0:19 Uh and because of that, I think it's um kind of telling that this market is gonna correct itself in the very near future, and we're gonna start to see um a rise of what can companies do with the current AI and not companies uh holding off and waiting to invest their money in in new models that are just much more powerful um and can basically do everything that's being done at the current rate.