When Two Worlds Collide

In this discussion, Robert Anstey, a Portfolio Manager at Marathon with expertise in US small and mid-cap stocks, dives into the current surge in artificial intelligence investments and its environmental implications. He critiques traditional AI investment strategies and highlights the transformation of big tech from capital-light to capital-intensive models. Anstey also addresses AI's growing energy needs and the challenges posed by increased consumption, advocating for sustainable solutions in the tech industry.