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"I've always thought India is structurally the most attractive equity market in Asia if not the world." - Christopher Wood [00:04:09](https://www.youtube.com/watch?v=nqkW0X8Vzdo&t=4m9s)
"The stock market has spent the last three years celebrating the AI capex arms race. My view all along has been the best way is to invest in the people being paid for the capex, not the people spending the capex." -…
"AI is looking more like the airline industry capex intensive but not necessarily very profitable... what is the killer app of a chat box so far I would say the killer app of Open AI is letting kids do their cheat on their homework." - Christopher Wood [00:04:02](https://www.youtube.com/watch?v=RlXaWjOOn1A&t=0h4m2s)
"if I'm investing in anthropic or open AI I'm definitely investing in anthropic." -…