William Hockey - Building the Operating System for the Dollar and Silicon Valley Heresy - [Invest Like the Best, EP.463] – Invest Like the Best with Patrick O'Shaughnessy
William Hockey - Building the Operating System for the Dollar and Silicon Valley Heresy - [Invest Like the Best, EP.463]
$KASPI - Kaspi in Kazakhstan is one of the most interesting companies globally, having successfully expanded from banking into e-commerce, payments, and government services to become a dominant super-app.
$TRADFI - Large banks with massive distribution and inefficient cost structures will be the biggest beneficiaries of AI, as they can cut significant costs while maintaining their brand moats.
Bearish:
$AICOMPANIES - Pure AI companies are not well positioned for success as value will accrue to companies with massive distribution and costs to cut, not to AI companies themselves.