# AI Is NOT Over | Rhys Williams Says the Buildout Is Still in the Early Innings

Page: https://stenobird.com/podcast/the-weekly-money-clip-6866050/ai-is-not-over-rhys-williams-says-the-buildout-is-still-in-the-early-innings
Text version: https://stenobird.com/podcast/the-weekly-money-clip-6866050/ai-is-not-over-rhys-williams-says-the-buildout-is-still-in-the-early-innings.md
Podcast: [Biz Talk Today TV](https://stenobird.com/podcast/the-weekly-money-clip-6866050)
Published: 2026-07-07T17:43:00+00:00
Episode link: https://traffic.megaphone.fm/FPMN8445573653.mp3
Audio file: https://traffic.megaphone.fm/FPMN8445573653.mp3
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Duration seconds: 190

## Resource

Is Wall Street giving up on AI too soon? As investors question massive AI capital spending and semiconductor stocks stumble to begin the third quarter, Wayve Capital CIO Rhys Williams explains why he believes the AI investment story is far from over. In this clip from Wayve Wire, Rhys discusses the growing debate surrounding AI infrastructure, Meta's long-term AI ambitions, comments from Palantir CEO Alex Karp, and why portfolio managers are facing one of the biggest investment decisions of 2026. Despite recent weakness in AI-related stocks, Rhys believes the industry remains in the early innings of its infrastructure buildout—not the final chapter. Watch now for his latest outlook on AI, semiconductors, and what investors should be watching next. Wayve Wire is hosted by Todd M. Schoenberger and features Rhys Williams, CIO of Wayve Capital. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📲 Download the Biz Talk Today TV app on Apple & Android devices. 📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments…

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