10 Key Observations From Goldman's Just Concluded Tech Conference

Courtesy of Goldman TMT specialist Peter Callahan, here are his top 10 takes and thoughts from the week at the bank's GS Communacopia & Technology Conference. 

1.  Sentiment & Flows: It felt like many investors came into last week’s GS Communacopia and Tech Conference with a thesis /  hunch that the GenAI ecosystem could be due for a breather (candidly, as did I) – either a fundamentally driven one