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Open original source ↗CNBC in SF. Co-hosting w Wapner at 9 am PST. Will cover all things AI. Two truths - AI is accelerating & impact will be largest in history of tech - but market predictably struggling to gain confidence on pacing of AI revs relative to capex. 🧐📈 https://t.co/gbISyFyCED
From @theallinpod Summit 4 weeks ago. https://t.co/1LlefLpGoE
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