Highlights:
To unpack how the rapid rise of AI can benefit investors and potentially overhaul our whole economy, Harvest Talks brought on a unique expert for commentary: the AI-powered chatbot ChatGPT.
Timestamps:
00:00 Intro
01:48 The potential economic and business impacts of AI
04:01 The companies capturing value from AI
06:30 Drawbacks of AI for businesses
09:10 What could a post-AI economy look like?
12:45 How can investors capture the rise of AI?
15:10 What ChatGPT knows about ETFs and Harvest ETFs
17:12 Is HTA exposed to AI?
18:12 Is ChatGPT going to take David’s job?
21:10 Reflecting on GPT’s answers with Senior Portfolio Manager James Learmonth
22:50 Potential applications for AI
24:00 Businesses James sees capturing value from AI
26:30 How the holdings in HTA are capturing value from AI
29:22 Is AI a startup story, or can large-caps win out?
31:00 James’ take – are writers going to lose their jobs?
32:00 Outro
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Guests:
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