Marcus Bodet joins to discuss the A.I. revolution and its impact on the tech industry. He highlights the opportunities and challenges faced by legacy software companies as they try to transition to an A.I. model, and notes that the barriers to entry for startups have come down significantly. Bodet also touches on the trend of big tech companies, such as Nvidia (NVDA), making strategic acquisitions and investments in smaller A.I. startups, and predicts that this shopping spree will continue in the near term.