YWR GP: The Secret Value in AI Layers 2-4.
Graham Rowe from Phase Transitions breaks down the 6 layers of AI investing and why investors are missing the hidden value in layers 2-4.
The last time we talked about AI and equity investing was AppLovin in April. The stock has roughly doubled since then, largely on the strength of its internal use of AI.
Everyone already knows that Nvidia and Google are going to m…
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