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PME, XRO & TLS killin' it, VDHG for life? Too late to FANG? A.I. bubbles & why Deremith is off my Christmas card list

Australian Investors Podcast

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The Benefits of Open AI for Businesses

There are massive opportunities for companies to improve their, you know, overcome increasing costs by having greater efficiency. This is where we talked about no productivity in Australia and the US in the last decade. I think Microsoft maybe stands the benefit the most from open AI because more people switch to the Bing browser. You can't buy people remember that question a couple months ago about, should I buy Microsoft for the open AI exposure? Well, Microsoft will benefit from open AI, but all of them will benefit from it in a way.

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