3min chapter

Invest Like the Best with Patrick O'Shaughnessy cover image

Karen Karniol-Tambour - Macro Headwinds vs. Tech Tailwinds - [Invest Like the Best, EP.329]

Invest Like the Best with Patrick O'Shaughnessy

CHAPTER

AI and the Inflationary Wave

The world is kind of going the other way I think that if you look at what companies are doing right now sure some companies are already integrating AI we have to figure out how fast that's going to happen. this morning a company called intercom which does customer service chat interfaces announce the new AI powered service and the stats that they report on the amount of things that can be handled end to end by LLM's by AI versus no people involved is staggering. The biggest thing I worry is just a more volatile environment you have a likelihood for more volatile inflation more volatile shifts and I might a lot faster than mobilization automation did and that causes the assets you hold to look very different.

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