Meghan Joyce, CEO of Duckbill, says people who see AI as completely deflationary are "only seeing half the picture." She points to the pricing pressure that go into data centers and talent behind them. Maghan later notes her key takeaways from this year's Consumer Electronics Show and the quality of life improvements she sees coming from tech at the conference. She notes headwinds ahead for a "messy middle" of AI, but expects long-term promise.