{
  "version": "1.2.0",
  "chapters": [
    {
      "title": "Introduction and Early Adopters Day\r",
      "startTime": 0,
      "endTime": 75
    },
    {
      "title": "Outsized AI Expectations\r",
      "startTime": 75,
      "endTime": 189
    },
    {
      "title": "The Difficulty of Writing about AI\r",
      "startTime": 189,
      "endTime": 273
    },
    {
      "title": "The Impact of AI on Stock Market Reactions\r",
      "startTime": 273,
      "endTime": 333
    },
    {
      "title": "Overcorrection of AI Expectations\r",
      "startTime": 333,
      "endTime": 476
    },
    {
      "title": "The Challenges of Modeling AI Growth\r",
      "startTime": 476,
      "endTime": 505
    },
    {
      "title": "The Example of AMD's MI300\r",
      "startTime": 505,
      "endTime": 593
    },
    {
      "title": "The Arms Race of Analyst Estimates\r",
      "startTime": 593,
      "endTime": 689
    },
    {
      "title": "The Importance of Realistic Expectations\r",
      "startTime": 689,
      "endTime": 865
    },
    {
      "title": "The Gains from AI in Small Places\r",
      "startTime": 865,
      "endTime": 1050
    },
    {
      "title": "The Additive Nature of AI to the TAM\r",
      "startTime": 1050,
      "endTime": 1201
    },
    {
      "title": "The Difficulty of Calculating AI TAM\r",
      "startTime": 1201,
      "endTime": 1288
    },
    {
      "title": "The Challenge of Charging More for AI Features\r",
      "startTime": 1288,
      "endTime": 1345
    },
    {
      "title": "The Premium Tier of AI Products\r",
      "startTime": 1345,
      "endTime": 1387
    },
    {
      "title": "The Expectations for AI PCs\r",
      "startTime": 1387,
      "endTime": 1520
    },
    {
      "title": "The Hope of Shortening Refreshment Cycles\r",
      "startTime": 1520,
      "endTime": 1652
    },
    {
      "title": "The Unlikelihood of AI Accelerating Refreshment Cycles\r",
      "startTime": 1652,
      "endTime": 1740
    },
    {
      "title": "The Small Gains of AI in Software\r",
      "startTime": 1740,
      "endTime": 1945
    },
    {
      "title": "The Realistic Expectations for AI\r",
      "startTime": 1945,
      "endTime": 2160
    },
    {
      "title": "The Experimentation Stage of AI\r",
      "startTime": 2160,
      "endTime": 2399
    },
    {
      "title": "Measuring Expectations and Being Reasonable\r",
      "startTime": 2399,
      "endTime": 2409
    },
    {
      "title": "The Excitement of Apple's Vision Pro\r",
      "startTime": 2409,
      "endTime": 2466
    },
    {
      "title": "Conclusion",
      "startTime": 2466,
      "endTime": 0
    }
  ]
}