"It is valued like a growth stock, but I’m very skeptical about the potential for a significant inflection in growth, and I think it will eventually lose that premium." — Andersen Capital's Peter Anderson

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"By the end of this year, Meta, Amazon, Microsoft, Google and Tesla will have spent over $560 billion in capital expenditures on AI in the last two years, but they have only accrued revenues of about $35 billion." — Michael Roberts

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