Mary Mount Thematic - Artificial Intelligence Baskets (Primer)

Mapping the AI opportunity set for technology

Like you, I’ve contemplated the consequences of AI’s truly astonishing usefulness on the software sector, and whether recent episodic panic across the public (and, private) equities complex births long opportunities.

Until today, the issue with software has been of a digestive nature. The appetite of these businesses is enormous in terms of growth runwa…