What is your overarching outlook on macroeconomic cycles and the artificial intelligence revolution?
Replied bySir Paul Marshall
Co-Founder, Chairman & CIO at Marshall Wace
Niche: Finance
Revenue: Not Publicly Disclosed/month
Location: London, England, United Kingdom
Started: 1997
We are at the beginning of an unprecedented biological-scale Cambrian explosion in artificial intelligence and physical robotics that will drive massive productivity gains. While structural power constraints and chip demand are temporarily inflationary, the resulting technological leap will ultimately prove disinflationary and power an extended secular equity expansion.
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