Bradley Tusk of Tusk Ventures told CNBC on October 14 that "it's easy to get excited about AI, but there has to be revenue," in an interview aired during the week's sell-off in AI stocks.
We have only the interview's headline remark. The same day, CoreWeave's bond yields neared 15% and Dell fell 11% on a downgrade citing enterprise AI timing.
Source: CNBC