The Left Tail of AI

AI is obviously a transformational technology, and anyone still dismissing it as a 'con' job is, ironically, likely pulling a con themselves. It’s hard not to feel that AI needs a better group of bears if we crave for a more diversity of opinions around AI. Over the weekend, I have wondered whether I was actually looking at the wrong places to find the left side of the distribution for the massive investments around AI. Perhaps the more credible and damning bear cases are hidden inside the people who are indeed the most bullish about AI’s capabilities in the future. I will expand more on that behind the paywall.


Subscribers get the daily journal and five+ years of Deep Dives, i.e. full-length analyses with financial models on 65+ companies. The daily is just how I think out loud between the Deep Dives!


This post is for paying subscribers only

Already have an account? Sign in.

Subscribe to MBI Deep Dives

Don’t miss out on the latest issues. Sign up now to get access to the library of members-only issues.
jamie@example.com
Subscribe