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Investing in AI for the long term: A tech investor’s view

Capital Ideas Podcast

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Navigating Long-Term Investment in AI

This chapter reflects on the speakers' journey as long-term investors, emphasizing the challenges posed by a short-term focused hedge fund environment. It discusses the transformative potential of artificial intelligence and the strategic importance of selecting companies with strong management teams for sustainable growth. The chapter highlights the value of unique investor perspectives and relationships within the tech industry in identifying promising opportunities amidst evolving market dynamics.

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