AI asset class
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Aug 12, 2026 by Paul Kedrosky · across every show →
Everything said about AI asset class, oldest first
Aug 12, 2026 bearish
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…”