Investing in AI opportunities across markets: Part 2 | J.P. Morgan Asset Management
"If I could simplify it from innings I would say there's really like two big acts here that we've seen around AI and act one was just around you know is AI real is AI a big deal..." - Stephanie Aliaga [00:01:08]
"AI is increasingly zero sum one company's profit margin is another company's cost of goods sold and markets are trying to parse through all of that." - Stephanie Aliaga [00:02:54]
References
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