TOL - 25th Sep, 2024
Watch: How big is the AI pie? Who wins and who gets crushed?
This panel session at Livewire Live 2024 unpacked the AI megatrend and where investors are seeing opportunity today. Watch it here.
Note: This interview was recorded at Livewire Live 2024 on Tuesday 17 September 2024.
Artificial intelligence remains the world's hottest investment thematic, with Goldman Sachs predicting that AI investment could amount to around US$200 billion globally by 2025 as businesses move to implement new technologies and reshape their processes.
Meanwhile, searches for "generative artificial intelligence" on Google have exploded in recent years - with consumers and investors alike trying to learn as much as possible about this exciting and potentially world-transforming technology.
So, where are we in the AI cycle, which businesses will continue to benefit, and how do you spot the imposters before it's too late?
To answer those questions and more, I was joined by Munro Partners' Nick Griffin, Tribeca Investment Partners' Jun Bei Liu and Antipodes' Jacob Mitchell on the stage of Livewire Live 2024.
Note: If you would like to read the highlights from the session, you can do so below:
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Timecodes
- 0:00 - Introduction
- 0:40 - Griffin's recent trip to the US and what he learnt from it
- 3:30 - Mitchell - hardware vs software - has the easy money been made on AI
- 5:41 - Liu on why the opportunity will spread out further than just NVIDIA
- 7:52 - A credible bear case on AI
- 10:34 - Business vs consumer use of AI
- 13:09 - Valuations - expensive or acceptable
- 16:45 - Chips will get cheaper - and that will drive mass adoption
- 19:19 - Who wins - is this a network effects play or an economies of scale play?
- 22:19 - Why the mega-cap tech companies are likely to continue winning
- 24:21 - Companies with a lot of data will also win
- 26:18 - Real-world impacts of AI - healthcare
- 29.20 - Mitchell's top AI stock picks
- 32:15 - Griffin's top AI stock picks
- 34:19 - Liu's top AI stock picks
- 37:03 - Naming and shaming the AI imposters
- 42:23 - Audience Q&A
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Ally Selby is the deputy managing editor at Livewire Markets, joining the team at the end of 2020. She loves all things investing, financial literacy and content creation, having previously worked for the likes of Financial Standard, Pedestrian Group, Your Money, Sky Business and Sky News.
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Ally Selby is the deputy managing editor at Livewire Markets, joining the team at the end of 2020. She loves all things investing, financial literacy and content creation, having previously worked for the likes of Financial Standard, Pedestrian...
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Ally Selby is the deputy managing editor at Livewire Markets, joining the team at the end of 2020. She loves all things investing, financial literacy and content creation, having previously worked for the likes of Financial Standard, Pedestrian...
Expertise
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