Scotiabank Global Banking and Markets held a webcast featuring Mark Machin, Founder and Managing Partner, Intrepid Growth Partners, and Jeff Fan, Managing Director and Head, Global Equity Research, Scotiabank, where they discussed AI investments and the possibilities ahead.
Key takeaways from the discussion:
- Intrepid Growth Partners’ framework for investing in companies and industries with value creation potential
- The speed of disruption in AI and its implications on reallocation of capital
- How to create value add as an AI company
- The existential risk of AI and its implications for the future of work
- Comparison of AI’s technology cycle versus other emerging technologies
- Geopolitical vulnerability due to shortage of chips supply and single company bottlenecks
