AI spending spree: Where's the payoff?

Capital Ideas podcast

Dec 12, 2024•28 min

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Episode description

Portfolio manager Mark Casey, equity investment analyst Mihir Mehta and economist Jared Franz break down key AI developments and how the next phase of AI could unfold. They discuss autonomous vehicles, the AI stack and a potential AI winter. This podcast features excerpts from our October 24 webinar, "AI spending spree: Where's the payoff and what's next?" #CapGroupGlobal

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