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16 results for “AI impact on investing”
...how big of an impact it's gonna be relative to just copy pasting that context into a window. But longer term, I think that's the unlock where this goes from being the useful tool to the real core driver of a lot of the research a firm is doing. Well,
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from transcript43:30 – 44:32
...by AI. But then other than the investing strat you know, like, everything that is running, GP, right, like, doing the compliance, doing the treasury, doing the payables, doing the reporting, doing the compliance, doing the portfolio management, AI wi
34:38 / 35:39
from transcript34:38 – 35:39
AI be most effective? And I would just mention, to me, personally, it feels like there's always a step before you get to sourcing. You're usually introduced to a name for other reasons, but I'm curious where you're seeing this coming into play. There
17:50 / 19:08
from transcript17:50 – 19:08
anything at all. Is there anything that you would change about the way the system itself works today? In a strange way, I wish the AI enthusiasm hadn't distracted everybody, meaning this may be a bit of a dinosaur approach. This is a really great bus
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from transcript38:16 – 39:21
...to impact these subsectors that I'm investing in, and how do I make sure that I'm the one taking advantage of those opportunities and not the one that's left in the dust after others have done it instead of me? Fee pressures in the industry are incre
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from transcript13:31 – 14:36
...were around content and how that impacts behavior.
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from transcript36:49 – 37:56
...So, like, investing is hard enough without, like, introducing other criteria other than is this thing gonna be a giant company and make a lot of money. And you want to have a focus on that. And I think the beauty of American dynamic like, there's a l
14:15 / 15:18
from transcript14:15 – 15:18
unlocks additional basis points of return. It gives permission to pension funds to spend more money, especially on the initial setup cost of getting your data right. There's a big piece here, which is technology enables two things for every investor.
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from transcript20:14 – 21:15
...impact pathways that cross sectors, we call it sort of multi sector impact profiles, in our experience actually have more resilient growth profiles. They tend to be favorably looked upon by the government, by regulators. And generally, they tend to b
6:47 / 7:51
from transcript6:47 – 7:51
...be massively impactful. Feels like AI is the same and maybe even at orders of magnitude larger because of how many people it could affect. How should people approach AI from an investment perspective then both over the shorter term and the longer ter
54:46 / 55:56
from transcript54:46 – 55:56
And so that is an area where I think there was opportunity. I think there will continue to be opportunity. We've seen a huge move in non US defense stocks, the Mitsubishi heavies and Ryan Metals of the world. That feels not evanescent to me, but kind
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from transcript18:04 – 19:14
...investing in might be able to tell you something about how to evaluate opportunities there. We are also looking in the AI space at ways that that can enhance productivity, but also idea generation. It's probably still a ways off before we're asking l
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from transcript48:00 – 49:04
...about the impact that AI is gonna have in an area like education, right, where you're suddenly gonna be able in real time, allow for a digital practice or instructional software solution to actually learn the learner while the learner learns. In othe
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from transcript9:00 – 10:05
which said something to the effect of why are we all doing this like, why are we all doing VC on hard mode? Just like find a AI company to put a billion dollars into that will be worth 5,000,000,000 in twelve months. And everyone could kinda stop and
21:52 / 23:00
from transcript21:52 – 23:00
...into, let's say, AI funds or, going direct into AI companies or infrastructure bets, etcetera, How are you evaluating the risk profile? Because there is also a perception that, there can be a massive bubble also right now, that is forming. So when yo
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from transcript23:11 – 24:20
“AI consensus creates extreme disruption in how mega funds prosecute seed markets”
...think about investing in AI, and I do wanna go into sort of the next because this is a series of you wrote, one of which was like, okay. There's a crisis here potentially for a lot of people that may
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market insight13:00 – 13:35
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