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3min chapter
Kiril Sokoloff (13D Research) - An Insidious Environment
Far From The Finishing Post
The Future of Leadership
I do think we're in a leadership regime change. But as always, maybe I'm missing something. Maybe I don't understand how big AI is going to be. We had a period throughout the 90s where technology and growth performed incredibly well. In the noughties, there was a very fallow period. Microsoft just went sideways for a decade or more. Do you see that leadership ultimately changing? If the view that a narrow market is a dangerous market, turns out to be right once again, as it has countless times. Then this means this is just another resumption of the old leaders coming to the fore. It's only if you see that high dramatically that things change.
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