Investment thesis and caveats on agents

In this deep dive, Zaid breaks down the next chapter of the AI boom: agentic AI. He explains how AI is evolving from simple chatbots into autonomous agents, and why that could be a major boost for Nvidia and help justify the massive capex spending from Big Tech. 

We also look at how companies from JPMorgan to FedEx are already deploying AI agents, and what this shift could mean for the broader economy, the future of work, and your job.