Inside The AI Bubble: Debt, Depreciation, and Losses — With Gil Luria
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AI bubble fears are growing as Wall Street tries to do the math. Let's break it down in the Big Technology Podcast Friday edition special report on the AI bubble with D.A. Davidson, head of technology research, Gil Luria. That's coming up right after this. Welcome to Big Technology Podcast Friday edition where we break down the news in our traditional cool-headed and nuanced format.
We have a great show for you today because we're going to go deep inside the AI bubble. This is really an episode I've been looking forward to doing for a long time. We're going to look fairly deep inside the numbers. uh which companies are taking on too much debt, whether all this is sustainable. We've touched on it in various different formats, but today we're actually going to bring a name that you've heard on the podcast before because we've read his analysis and bring him to life for you, at least via voice.
Gil Uria, who is the head of technology research at DA Davidson, is here with us to discuss it all. Gil, great to see you. Welcome to the show. Thanks for having me, Alex. So I have really appreciated your analysis.
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