Quality podcast

The AI opportunity

A look at the likely winners in the space and what this means for investors.

20 Oct 2023

39 minutes

Abrie Pretorius
Nikhil Solanki

Authored by

Abrie Pretorius
Portfolio Manager
Nikhil Solanki
Analyst

The hype around AI exploded into the public consciousness at the start of this year, largely due to the arrival of OpenAI’s ChatGPT. But as Abrie Pretorius and Nikhil Solanki explain, we’re actually at the start of the third AI-hype cycle, the first of which started in the 1950s! In this podcast, they look at the likely winners in the space and what this means for investors.

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