Dry Powder: The Private Equity Podcast cover image

Macro Update: The Flip Side of Inflation

Dry Powder: The Private Equity Podcast

CHAPTER

Thematic Investing and the Upside of Automation for Labor Enhancement

The speakers discuss the importance of thematic investing and how automation, particularly in the service sector, can address challenges related to demographics and productivity growth. They highlight the work of Baine and OpenAI in this field and express optimism about the potential for labor enhancement through thematic automation.

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