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How big is the AI pie? Who wins and who gets crushed?

Artificial intelligence remains the world's hottest investment thematic, with Goldman Sachs predicting that AI investment could amount to around US$200 billion globally by 2025 as businesses move to implement new technologies and reshape their processes. Meanwhile, searches for "generative artificial intelligence" on Google have exploded in recent years - with consumers and investors alike trying to learn as much as possible about this exciting and potentially world-transforming technology. So, where are we in the AI cycle, which businesses will continue to benefit, and how do you spot the imposters before it's too late? To answer those questions and more, I was joined by Munro Partners' Nick Griffin, Tribeca Investment Partners' Jun Bei Liu and Antipodes' Jacob Mitchell on the stage of Livewire Live 2024. Note: This interview was recorded at Livewire Live 2024 on Tuesday 17 September 2024. Timecodes 0:00 - Introduction 0:40 - Griffin's recent trip to the US and what he learnt from it 3:30 - Mitchell - hardware vs software - has the easy money been made on AI 5:41 - Liu on why the opportunity will spread out further than just NVIDIA 7:52 - A credible bear case on AI 10:34 - Business vs consumer use of AI 13:09 - Valuations - expensive or acceptable 16:45 - Chips will get cheaper - and that will drive mass adoption 19:19 - Who wins - is this a network effects play or an economies of scale play? 22:19 - Why the mega-cap tech companies are likely to continue winning 24:21 - Companies with a lot of data will also win 26:18 - Real-world impacts of AI - healthcare 29.20 - Mitchell's top AI stock picks 32:15 - Griffin's top AI stock picks 34:19 - Liu's top AI stock picks 37:03 - Naming and shaming the AI imposters 42:23 - Audience Q&A