by Mark Casey, Equity Portfolio Manager; Drew Macklis, Investment Analyst and Julien Gaertner, Equity Investment Analyst.
- Publicity around ChatGPT has sparked fresh speculation around the promise and peril of artificial intelligence (AI).
- Stakes are rising fast, with an error in the Bard demonstration, Google’s ChatGPT equivalent, sending Alphabet shares reeling.
- AI is likely on the brink of causing tectonic shifts across many companies and industries but, as an asset manager, digging into the details and separating reality from hype is key to our investment approach.
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