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I believe we’re witnessing a pivotal inflection point in how businesses operate. Artificial Intelligence (AI) is not merely a tool for optimization; it stands to reimagine how enterprises function.

Valuations can remain high despite higher real interest rates, provided nominal GDP growth remains strong and companies remain profitable despite higher borrowing costs. Risks to valuations such as ...

Throughout the history of humanity, every new invention, despite the best intentions, often ends up being used for wrongdoing. And when new inventions are used that way, those inventions often hit an ...

Investors seem increasingly concerned about valuations, but consensus expectations and long-term economic growth may indicate that current valuations are fair. Valuations can remain elevated for ...