The tech sector has recorded a record-breaking rally as AI hype shows few signs of slowing. Chips from companies like Nvidia (NVDA) are powering the new generative technology, and further driving the tech rally. Evercore ISI Managing Director Mark Mahaney joins Yahoo Finance to discuss what other tangible generative AI assets end-users can expect to see, and how Meta (META) is leading the charge on the applications front. Meta's platforms have been optimized with the use of generative AI, Mahaney explains: "If you use Instagram and Facebook, over the years you've seen a pretty dramatic change over the last two years about what your feed looks like. You've got content from across the internet, it's not just friends and family content anymore. And there's a lot of AI that goes into making that content as relevant and focused on you as a person. " For more expert insight and the latest market action, click here to watch this full episode of Yahoo Finance Live. Editor's note: This article was written by Nicholas Jacobino