Investors are closely watching developments in artificial intelligence (AI), but many believe widespread application in areas like autonomous driving and robotics remains several years away.
“We are spending a lot on research upfront, but we don’t yet see many near-term opportunities with outsized potential,” said Ivana, an investor focused on emerging AI technologies. She pointed to autonomous driving and robotics as sectors of interest but noted it is too early to determine market leaders.
Instead, investment focus is shifting to AI’s infrastructure and software layers, where more immediate returns are expected. “That’s where there’s likely to be more value created in the near term,” Ivana said.
Looking ahead five years, Ivana said, some AI-driven applications may begin to reach commercial viability.
Shawn, another investor, emphasized the role of AI in enhancing productivity in human-capital-intensive industries. “Finance, retail, consulting, and accounting stand to benefit, as these sectors rely heavily on human labor,” he said.
He added that his team is overweight in finance, healthcare, and consulting, citing recent market trends that show a broadening beyond tech-led growth. “Over the fourth quarter, the Russell 1000 Value Index outperformed, and we’re seeing quality value companies benefit from AI-driven productivity gains,” Shawn said.
He noted this trend supports a more sustainable market expansion. “As the market broadens, we believe this cyclical bull market has more room to run,” he said.
