311. The AI frontier and today’s investment opportunities

FundCalibre - Investing on the go

Discover the world of artificial intelligence (AI) with Chris Ford, manager of Sanlam Global Artificial Intelligence. With AI dominating conversations globally, Chris sheds light on its evolution and current state. He reflects on the unprecedented advancements in natural language processing and generation, epitomised by technologies like ChatGPT, and the pivotal role they play in reshaping various industries. He also provides insights into the investment landscape, highlighting the diverse range of companies harnessing AI and the importance of valuation discipline.
What’s covered in this episode:

• How AI has evolved over the past decade
• The launch of ChatGPT
• What’s the current state of AI today?
• Three ways to invest into the AI story
• Are their barriers to entry in AI solutions?
• Indirect plays into the AI theme for an investor
• How sectors like travel and agriculture are influenced by AI
• The significance of AI in the healthcare sector
• The impact on drug discovery
• What should we expect with the new ChatGPT version?
• Is AI the next Dotcom bubble?
• Why having a value discipline is so important
• What’s the next stage of AI?

More about the fund:
Sanlam Global Artificial Intelligence fund ‘eats its own cooking’, using an artificial intelligence system to help find companies whose business models are aligned to benefit from this growing theme. The fund is unconstrained in that it can invest in businesses of almost any size and in more than just technology stalwarts; around half of the portfolio can be found in the healthcare and consumer and industrial-related sectors.

Learn more on fundcalibre.com
Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.