Joe Hegener weighs in on whether there is an AI bubble. On Tesla (TSLA), which is attempting to pivot towards AI, Joe warns not to bet against Elon Musk. He thinks banks and insurance companies are non-tech, non-AI companies that could be AI plays, arguing that these are the industries that will benefit from adoption. Looking to China, he talks about how it has shifted from being a “black box” to sharing open-source models, and how that has influenced the AI arms race and the moat for U.S. companies.

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