Show Us Your Portfolio: Adam Butler
Excess Returns
00:00
The Future of AI
I'm hopeful that AI is going to be transformative and liberate humanity from a lot of the uninteresting work that humans do on a day to day basis. I'm not sure that it's going to revolutionize the profitability of tech firms or companies in general. And at the moment, the big tech companies are being priced as though they're going to capture all of the economics. Is there opportunity for an experienced small cap growth manager to identify firms that are doing novel things with AI tech? Probably Not.
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