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Folge 72: Andreas von Bechtolsheim, how does Artificial Intelligence change business?
hy Podcast
Investing in High-Tech and IT Sectors
Investing in the future of high-tech and IT sectors has proven to be successful in the USA, leading to significant value creation over the past 30 years. This sector has outperformed others in terms of portfolio returns. Europe, including Germany, lags behind in the software industry compared to the US. The future role of AI is projected to be crucial, akin to electricity or telephone, becoming essential for all future businesses. The idea that AI is just a hype cycle at its peak is refuted, as we are only at the beginning of its potential impact.
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