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

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Speaker 2: Single best idea and just a window into how we

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Speaker 2: make the sausage. I'm a big believer from my childhood

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Speaker 2: of delegating authority. I have no idea who the guests

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Speaker 2: are going to be. A day before, two days before,

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Speaker 2: and most importantly, ten minutes before we go to air.

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Speaker 2: I purposely, purposely stay away from it. We have a

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Speaker 2: wonderful team want on, Eric driving that forward, who invent

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Speaker 2: the show every day. So today we've got wind Thin

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Speaker 2: definitive at the Bank of Nassau, Columbia, PhD, just expert

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Speaker 2: on foreign exchange and particularly the Pacific RIM. And then

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Speaker 2: we got man Deep sing and by chance they're sitting

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Speaker 2: in the studio together. Why not have the two of

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Speaker 2: them together on AI this day of Nvidia. It was magical.

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Speaker 2: Here's the economist Win Thin on what AI is doing

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Speaker 2: to us from.

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Speaker 1: A top down macro stampoint.

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Speaker 3: I think the investment in AI is certainly sort of

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Speaker 3: I think papering over sort of what I think are

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Speaker 3: cracks in the consumer into the labor market.

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Speaker 1: So we're getting very unbalanced.

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Speaker 3: If you look at the headline, you know, going somewhere

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Speaker 3: two and a half percent in GDP, but it's very unbalanced.

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Speaker 3: I think mix. I'd like to see the consumer feeling

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Speaker 3: a little bit better. You know, we've seen all the

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Speaker 3: Seamer sentiment numbers and all that. But you know, I

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Speaker 3: think now a question I think you always get asked us, well,

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Speaker 3: where's AI?

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Speaker 1: Really? Well, how do you monetize it?

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Speaker 3: Is?

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Speaker 4: It?

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Speaker 1: Really? Is all this investment going to pay off? Went thin?

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Speaker 2: They're talking to Mandeep Singing, and of course man Deep

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Speaker 2: had a brilliant answer. But here's Mandeep Singing with electrical

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Speaker 2: engineering just absolutely definitive at Bloomberg Intelligence on almost from

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Speaker 2: a system's analysis basis the machinery of our modern technology

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Speaker 2: of AI. And frankly how Invidio redounds back aside, he

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Speaker 2: may clear Gemini three. Thanks James Benika for a wonderful

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Speaker 2: essay on LinkedIn today on the new Gemini three, Mandeep

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Speaker 2: Singh said that Gemini three is a threat to in

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Speaker 2: Vidio because they don't use nvidio chips over at Google.

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Speaker 2: Little things like that. Here men Deep sing on artificial

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Speaker 2: intelligence in the world.

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Speaker 4: Of tech, I would argue, you know, we have been

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Speaker 4: constantly retraining people. If you think of a knowledge worker,

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Speaker 4: you know, using software, whether it's Excel or any other

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Speaker 4: type of productivity software. The number of features that keep

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Speaker 4: coming which you have to train yourself on to be

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Speaker 4: more productive. That's been the constant theme over the last

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Speaker 4: thirty forty years. What's changed now is some of this

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Speaker 4: productivity software is going to change, and the tools are

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Speaker 4: going to change in a profound way in terms of

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Speaker 4: AI agents or some of the things that get thrown around.

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Speaker 2: Bendeep Singer of Bloomberg Intelligences, and of course he and

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Speaker 2: rag Rana and the rest of our team will provide

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Speaker 2: copious coverage here of what we see from Nvidia this

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Speaker 2: afternoon and your podcast on Apple, on Spotify, on YouTube podcasts.

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Speaker 2: It's single best idea