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Investing in AI Enablers and Adopters
MP3•Episode home
Manage episode 417139754 series 1940418
Content provided by The Alger Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Alger Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
"AI represents a massive TAM. If you can replace or significantly enhance the productivity of labor, a $30-40 trillion market, that is a massive TAM. And even a fraction of that market is still a significant TAM." Portfolio Manager Patrick Kelly discusses the recent launch of the Alger AI Enablers and Adopters strategy and why he thinks artificial intelligence is the most generationally transformative investment theme of this era.
…
continue reading
33 episodes
MP3•Episode home
Manage episode 417139754 series 1940418
Content provided by The Alger Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Alger Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
"AI represents a massive TAM. If you can replace or significantly enhance the productivity of labor, a $30-40 trillion market, that is a massive TAM. And even a fraction of that market is still a significant TAM." Portfolio Manager Patrick Kelly discusses the recent launch of the Alger AI Enablers and Adopters strategy and why he thinks artificial intelligence is the most generationally transformative investment theme of this era.
…
continue reading
33 episodes
All episodes
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