The AI New Wave

The AI New Wave

Millenarian sentiment is an (expected) byproduct of artificial intelligence. - Start a free trial today for full access.

The next wave of AI winners - Fat Tail Daily

All week we’ve been on the same mission: to tease out the implications from the AI supercycle hurtling towards us all. Hedge fund Coatue is putting their stake in the ground. They say AI is going to improve productivity and take down the US debt to GDP ratio. They think the Mag 7 will keep growing. But the next wave of big capital growth will come from different AI winners. The next wave of this tech is via AI “agents”. This could be big if we t…