Ferrari’s chairman weighs in on AI hype: ‘I am not in the camp of the bubble believers’

We've been debating a lot about bubbles and what what are different type of bubbles. Some are just financial bubbles. Other are bubbles that are just a combination of a lot of buildup. I I just feel that the the need the requirements in energy and compute that is required for AI enabled technologies is very high and and that is what's being built. On the other hand, what is less certain is what are the revenue generating mechanisms and business models out of that technology. And I think that's where you need to see where the mismatch can happen. And again, how bubbles burst, they also are just a moment in time. What one has to try and focus is how directionally we are making progress. I I am not in the camp of of the bubble believers. >> And again, I I just on on that I I I don't think that ultimately bubbles or bursts of bubbles are are going to to be an impediment to what progress is and how it's happening.