Most investors are aware that artificial intelligence, or AI, is an important transformation. But many still underestimate the sheer world and life-changing power of this revolution and its investment potential.

AI will recast and refashion every aspect of life: how we consume, how we work, how we monitor industrial machines, how we deliver healthcare, how wars are won, and how we solve climate change.

Not only is software eating the world, but it is becoming a lot smarter at an accelerating rate and will continue to do so. Why? Because of AI – and more specifically, machine learning (ML), the most common and practically applicable subset of AI today.

In this podcast, Andy and Chris discuss Montaka’s recently published whitepaper: The Amazing Hyperscalers – Why epoch-defining AI is today’s most important investment theme. They share Montaka’s latest thinking on AI and why owning the world’s leading hyperscalers is so attractive today.

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