On today’s show we welcome special guest, Gabelli Portfolio Manager John Belton. Gabelli is a globally diversified, research-driven financial services firm with extensive investment offerings.
On the show we discuss:
- Which segment of the AI value chain faces the best prospects
- Whether large language models face the risk of commoditization
- If AI will kill software and SaaS companies
- Whether we should be concerned about valuations within AI
- And more!