What GSAM's Katie Koch Learned From Her Trip to Silicon Valley

The video discusses key insights from meetings with over 21 companies, highlighting optimism about the economy, the transformative role of AI and machine learning, the end of Moore's Law, and the impact of 5G technology. It also covers investment strategies, including R&D and M&A, and addresses market valuations, comparing current conditions to the late 90s tech bubble.

What impact does the transition from 4G to 5G have on data consumption?

What factors contribute to the optimism about the operating environment despite concerns about valuations?