A lot has been written about artificial intelligence and how it’s going to revolutionize how we live. Rather than add to the cavalcade of techno-hype, we’ll take a step back and ask a slightly different question – why? Why do we need AI? What problem does it solve. In answering this question, we learned that each of our three investment themes play an interesting part in answering this question. Aging demographics is leading to automation which, in turn, requires a lot of energy. Watch this 12-minute quarterly review to learn more.
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