"Maximizing AI Investment Opportunities: Top Stocks and ETFs to Watch"

1 min read
Source: The Economist
TL;DR Summary

Softbank's founder, Son Masayoshi, sees parallels between the early period of the internet and investments in artificial intelligence (AI). Investors face two questions: which frontier technologies will make market leaders a fortune, and whether the value will accrue to upstarts backed by venture capital or existing technology giants. Clayton Christensen's theory of innovation suggests that smaller firms often gain traction in low-end markets and entirely new ones, which the largest incumbents eschew. However, most of the recent excitement about generative-AI platforms has focused on their potential as a new technology to be deployed, not as companies which could open up brand new markets. As things stand, it looks more likely that the market value of the technology will end up as a new string to the bow of already giant tech firms.

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