There were plenty of pertinent financial topics to discuss during yesterday’s Zoom (ZM) earnings call, yet the first several questions for management all centered on artificial intelligence.
“It was weird. I think AI has jumped the shark in a sense,” explains Ami Joseph in this clip from The Call @ Hedgeye. “Yes, it’s a big deal and it’s going to change a lot of things. It’s a productivity accelerator – but it’s not relevant in every conversation.”
Keith McCullough is no longer surprised when mainstream media and so-called market experts choose to focus on AI narratives rather than real issues within a company.
“It actually doesn’t shock me,” says Hedgeye’s CEO. “I’ve been waiting for this my whole life for CNBC and Wall Street analysts to just go away.”
Watch the full clip above.