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Speedwell Research's Drew Cohen shares thesis on FinTwit favorite, Constellation Software $CSU.TO

Yet Another Value Podcast

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Challenges of AI Implementation in Diverse Vertical Markets

Implementing AI in diverse vertical markets poses challenges due to the complexities of various industries. Diversification across multiple business groups and sectors makes it essential to ensure seamless integration and adoption of AI. In many markets, professional services, employee training, and data transfer are critical aspects that cannot afford any disturbance, risking loss of revenue and customers. The fear of AI lies not in writing the software but in the intricate process of implementation and the potential disruptions during the transition phase in essential services like bus scheduling, emphasizing the sticky nature of these businesses.

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