"I think AI is really interesting and I think it is going to change the world and at the same time I hate the hype cycle so much that I really don't want to go there, so my approach to AI right now is I will basically ignore it."
"I think the whole tech industry around AI is in a very bad position and it's 90 percent marketing and ten percent reality and in five years things will change and at that point we'll see what of the AI is getting used for real workloads."
"With around $200 billion in capex, only about $20 billion of revenue is actually coming from consumers and businesses in terms of AI services... a very poor return in true results in terms of end users."
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