Top fund Coatue's latest thoughts: How AI is changing investment?
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Michael Barton, the head of top fund Coatue, discussed how AI is reshaping the underlying logic of the investment industry on the Sourcery podcast. He believes that the biggest dividends of AI may not lie in new unicorns, but in existing companies that become stronger through AI empowerment. Drawing on his own experiences, Barton analyzed the AI transformation in the digital advertising industry, the evolution of AI in hedge funds, and the impact of retail investors on market structure, emphasizing the deep evolution of investment methodology
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