I did mention that this AI bubble talk continues to lead many conversations. There's a tech conference in Italy. Goldman's David Solomon and the Amazon founder Jeff Bezos both speaking there both making some interesting headlines of the current environment.Solomon quote people are out on the risk curve because they're excited. There will be a reset, a check at some point, a draw down. Bezos quote investors have a hard time in the middle of this excitement distinguishing between the good ideas and the bad id ...