AI Asset Class
topic on 1 show · 1 statements across 1 episodes
1 statements about AI Asset Class, every show
Kedrosky: Minimal model differentiation will crush AI investment returns
“The convergence means that the model differences while there are so minimal as I can't tell the difference in the kind of Pepsi Coke phenomenon, which again, to cut to the investment chase suggests that the competition then becomes much more about marketing ex…”