Eddie Yoon discusses how consumers are spending more largely because of higher prices, not stronger consumption, and why that trend may be unsustainable. He sees the next wave of AI helping households identify waste, cut subscriptions and save money, with paid AI adoption potentially growing sharply. Yoon highlights Meta Platforms (META), Alphabet (GOOGL) and Apple (AAPL), while also discussing how SpaceX (SPCX) and Starlink could challenge telecom players like AT&T (T).