AI

AI industry structure and moats

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What experts have said about AI industry structure and moats

1 statement · 1 negative

  1. AI is putting many large companies’ economic moats under question.

    “AI, has brought a lot of moats under question, especially some of these larger ones.”

    Listen at 9:37

    Open the episode · AI Shortens The Moat with Todd Wenning, President and CIO of KNA Capital Management

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.