The backdrop of IBM (NYSE:IBM) stock falling on Tuesday provided an opportunity for investor Chamath Palihapitiya to share his latest thoughts on the AI sector and heavy spending leading to potential risks down the road.

• What is going on with IBM stock?

Palihapitiya on AI Spending

The CEO of 8090, Palihapitiya, is investing more of his time in the AI space and interacting with AI agents.

In the AI space, Pahlihapitiya asks if two or three companies are going to generate hundreds of billions in revenue, where is the rest of the money going to be made?