let's bring in altimeter's brad gerstner live at communacopia with us. great to run into you here and see you. >> it's good to be here. good to be here. >> there were two moments, i think, today the markets were a little rattled, and jensen huang was on the stage downstairs and just continued to talk about a.i. and the great demand that he's seeing david solomon, as i said, sat with us and said things in the economy look pretty good you were sitting in on the jensen conversation. it's now your biggest holding, isn't it >> it is really going all the way back to january '23, it's been among our biggest holdings it is our biggest holding today. there's been a lot of concern over the last couple of months whether or not there's an a.i. air pocket, satya and sundar got on their calls and said it's more important to overinvest than underinvest at this moment in a.i., but we heard a few things this week, scott. elon musk and sergei brynn down in l.a. at the all-in summit both said that the pace of a.i. is faster than any other tech development they have seen in

in just a second we'll be joined by altimeter founder and ceo brad gerstner, a big one, and later georgeere as well to talk all things a.i., and we are excited about that one, too. let's take you to the markets with 60 minutes to go in regulation

in 1834, already being an ordinary academician in technology, he helped the austrian engineer gerstnerobtain permission to build the tsarsko-selo railway, the first in russia. joseph hamel had an undoubted talent, he felt which inventions would bring practical benefits to humanity. in 1839, he went to england and there met william henry talbot, one of the inventors of photography. he thoroughly studied the principle of obtaining photographs, wrote everything down in detail and sent it to st. petersburg, then sent another batch of photographs and another device, invented by a frenchman, louis daguerre, so. thanks to the tsarist tesla, russia i got acquainted with photography literally in the year of its invention. but joseph hamel really could be equal to nikola tesla in his importance. he not only experimented and invented, but spent his time and energy on russian and foreign manufacturing exhibitions that glorified the country. he studied the history of telegraph communication, was fond of mountaineering and was the first russian academician to visit america, but when did he manage to