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It was on TCAF with Michael Cembalest. I think AI is going to take much longer to develop than most people think.

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Beach: Good thoughts. Just a note, the transcript was a bit choppy in places but I don't think too much was lost in translation. I really believe with AI companies you will have to separate the wheat from the chaff. I was listening to a podcast a couple days ago and the guest on the show said he was in a conference with the CEO of Nividia recently, and he was asked in the next two to three years, how our lives, practically speaking, will be changed by generative AI and Large Language Models. He said he was surprised how non-commital he was. He did kinda answer the question, but it wasn't anything mind blowing.

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