Zortix matched this thesis to Artificial intelligence ETFs as one way for retail investors to get exposure. Not a recommendation.
AI's next phase: businesses built on the infrastructure
The guest argued the next investment phase of AI is not the infrastructure or models themselves, but the businesses that will be built on top of that heavy lifting over the next few years.
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The guest argued that in a new computing cycle like AI, the infrastructure layer is the first to inflect on the S-curve and is the safest investment, as it is needed regardless of which foundational models or applications ultimately win.
The guest argued the next investment phase of AI is not the infrastructure or models themselves, but the businesses that will be built on top of that heavy lifting over the next few years.