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Speaker 1: Bloomberg Audio Studios, Podcasts, radio news.

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Speaker 2: Single best idea over the weekend, without question. AI was

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Speaker 2: the chat du jour, the idea of belief in it,

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Speaker 2: disbelief in it, mystery getting to the June ten meeting.

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Speaker 2: Mark German out of power On. Subscribe to power On.

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Speaker 2: It's a Bloomberg newsletter, hugely informative with all the industry

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Speaker 2: contexts of Mark German can't say enough about it. German

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Speaker 2: Publishing on the importance of all this, so we thought

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Speaker 2: we'd do a single best idea. Amanda Agatti P and

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Speaker 2: C Financial usually measures she likes US over international, big

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Speaker 2: stocks over small Here is Amanda Agatti on a I.

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Speaker 3: I think the key as it relates to AI is

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Speaker 3: that it is not just one stock AK and Video.

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Speaker 3: I mean, we are big fans of Nvidia, but the

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Speaker 3: story goes so much further than just one stock or

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Speaker 3: one industry. I think the key, really, the Secular Bowl

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Speaker 3: theme is really across the market and across sectors and industries.

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Speaker 3: Any company, no matter how big or small, that can

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Speaker 3: leverage that technology to enhance their processes and enhance profitability

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Speaker 3: is going to win. And I think that's why some

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Speaker 3: of the game is really changing. You're seeing utilities move

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Speaker 3: pretty dramatically. It's such an odd AI play, but that's

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Speaker 3: a good example of what we're thinking about much broader

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Speaker 3: base play.

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Speaker 2: Wellman A got APNC, lots of conversations on this today,

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Speaker 2: and you know, this is a really sprightly you know,

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Speaker 2: Tuesday after Memorial Day weekend set of voices today. Ani

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Speaker 2: Agrana out of Chicago with Bloomberg Intelligence, I thought was

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Speaker 2: really great going from his expertise in cloud over to

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Speaker 2: the appropriation or allocation I should say a better word,

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Speaker 2: the allocation at capital. Ani Agrana, who's truly expert in this,

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Speaker 2: is adamant there's no downside to this big expend of

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Speaker 2: capital on technology in America. That's a heated debate. There's

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Speaker 2: a lot of people that push against that. Groan excuse me,

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Speaker 2: anirak ron I guess man, I didn't get enough tang

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Speaker 2: zero this morning. Antiog Arana really quite heated that there's

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Speaker 2: a huge advocacy here to good use of capital into

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Speaker 2: the boom. To continue my answer as well, it's wrapped

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Speaker 2: around nominal GDP that seems to be doing better than good.

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Speaker 2: Another voice on AI, a different voice than Amanda Agatti.

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Speaker 2: Mike Green is to simplify huge expertise here with various

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Speaker 2: hedgephones over the years. Mike Green is a wonderful and

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Speaker 2: intelligent voice here on AI. Here Mike Green on artificial intelligence.

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Speaker 1: The dynamics and AI are really fascinating to me, particularly

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Speaker 1: because of the impact is likely to have in the

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Speaker 1: knowledge economy. The way I describe AI, and I use

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Speaker 1: it extensively, is it's like having an unlimited number of

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Speaker 1: first year investment banking analysts know what they don't know what? Boy,

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Speaker 1: do they work hard right now? As a manager? Right

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Speaker 1: that actually creates conditions under which I suddenly have a

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Speaker 1: workforce that is willing to work for twenty dollars per

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Speaker 1: month in almost unlimited fashion. Do I need to supervise them?

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Speaker 1: Do I need to make sure that the quality that

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Speaker 1: they're putting out is robust? Absolutely? But this has implications

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Speaker 1: both for my own productivity and for our society. Candidly,

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Speaker 1: I've got three kids who are in the process of

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Speaker 1: coming out of college, all of whom are looking at

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Speaker 1: those first year investments in banking roles and saying, what

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Speaker 1: do I want to be doing?

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Speaker 2: Right?

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Speaker 1: Is this the direction that I want to go given

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Speaker 1: that I now have twenty dollars a month competitors.

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Speaker 2: That is the single best description I have heard of AI.

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Speaker 2: Mike Green there simplify with just a brilliant summation that

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Speaker 2: all of this, and I'm not just talking about chat

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Speaker 2: GPT and what it means for computer programmers, but all

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Speaker 2: of this is basically the integrity of wonderful, well meaning

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Speaker 2: first year investment bankers. And it can be first year

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Speaker 2: in whatever field year in folks, I really really can't

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Speaker 2: say that enough. But what is going to be the

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Speaker 2: use to so many of us of the wisdom of

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Speaker 2: a first year nurse, a first year doctor, a first

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Speaker 2: year plumber, a first year construction guy. I just really

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Speaker 2: have trouble with us. I think Paul Sweeney feels the

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Speaker 2: same way, and we'll just continue to talk to voices.

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Speaker 2: Is this unwindes. One thing we heard today incredibly important

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Speaker 2: is this Apple Developers conference is crucial for the future

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Speaker 2: of Apple Ana Agrana, among others. Making clear that the

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Speaker 2: expectations are set so high for Tim Cook in that theme,

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Speaker 2: Caroline Hide and need Ludlow. Of course we'll have coverage

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Speaker 2: of that with Bloomberg Technology. Look for that out to

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Speaker 2: June tenth, that something will continue to weigh on as well.

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Speaker 2: We are on Apple car Play, they're out with a

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Speaker 2: new software like soon. I'm not sure when it's going

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Speaker 2: to have a whole new improvements to where you literally

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Speaker 2: can talk to your dashboard, maybe catching up with Android.

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Speaker 2: Android Play certainly doing well as well for us. And

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Speaker 2: on YouTube, and I really think it was a shock

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Speaker 2: of the Memorial Day weekend is trying to not so

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Speaker 2: much assess we can assess it, and we're humbled by

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Speaker 2: the response. On YouTube. You go to YouTube, you search

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Speaker 2: Bloomberg podcasts, you can subscribe to Bloomberg podcast to get

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Speaker 2: all the value out of our conversations. But we're absolutely

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Speaker 2: humbled by it. I can't say enough about YouTube Premium

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Speaker 2: as well. I pay for that myself. They didn't give

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Speaker 2: it to me. YouTube Premium is just a wonderfully clean

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Speaker 2: interface to get all of this good conversation on economics, finance, investment,

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Speaker 2: and international relations on a Tuesday. It's a holiday length

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Speaker 2: and work week. Single best I did sen