Evaluating AI: Market Disruption, Hype and What Next?

February 18
18 mins

Episode Description

Emma is joined by Senior Equity Analyst Matt Britzman for our investments episode where they delve into results season amongst the big tech players and ask whether AI really does replace everything. Big tech means big numbers, with an estimated $611bn of spend on AI this year alone. But is the capital expenditure overblown?


The team explore whether AI is even right to be seen as the big disruptor, given how well-integrated it is into existing software providers. And they discuss if companies are able to adapt quickly enough to the implementation of AI tools.


This podcast isn’t personal advice, if unsure of a course of action for your circumstances, please ask for advice. Investments fall as well as rise in value so you could get back less than you invest. Past performance is not a guide to the future.

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