Gene Munster and Doug Clinton have spent the better part of three decades at the intersection of technology and capital, covering Apple, Amazon, Google, and Facebook before founding Deepwater, one of the most respected tech-focused investment firms in the country. They are two of the most credible and sought-after voices on AI in the country, regulars on CNBC, and as often as not they disagree with each other, which makes for a far more useful conversation than a rehearsed keynote.

In this session, Gene and Doug will cut through the noise on where AI actually stands right now: what's real, what's overhyped, and what's coming faster than most people expect. They'll push back on each other's views the way they do on camera, with conviction, humor, and no shortage of opinions, and then open the floor to you.

If you've been watching AI from the sidelines and wondering what it means for your business, your industry, or the decisions in front of you, this is the conversation to be part of.