Asks about NVIDIA's optimism on agentic AI adoption and whether this aligns with advice given to companies.
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AI is unmetered intelligence; we're at the beginning of realizing its value creation potential.
Notes market reaction: NVIDIA rallies while Salesforce and Snowflake decline, reflecting anxiety about software being disrupted by AI.
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Questions if software was the bubble all along, correcting from inflated 30x multiples.
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AI may destroy value in software but create it in other markets like biotech, life sciences, construction, hospitality, entertainment.
Asks why positive AI narratives (e.g., in logistics) aren't cutting through noise compared to dystopian job-loss fears.
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Big Tech has lost consumer trust; lack of narrative about AI's creative potential despite coming breakthroughs in novel sciences.