ChatGPT is getting plenty of attention, but there are other uses for artificial intelligence that investors should watch. Beth Kindig is the lead technology analyst for the I/O fund. Deidre Woollard caught up with Kindig to discuss:

- Where we are in the cloud adoption cycle  - A key narrative playing out in semiconductor earnings - What to learn from companies that went public too quickly

Companies discussed: MSFT, NVDA, TSM, META, AMD 

Host: Deidre Woollard Guest: Beth Kindig Producer: Ricky Mulvey Engineers: Rick Engdahl, Heather Horton

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