Drew Macklis, an equity analyst focused on AI, semiconductors and autos, shares how he hunts for generational AI businesses. He talks about building full-stack research across AI value chains. He describes using CTO summits and buyer signals to track enterprise adoption. He outlines themes to watch, including capability gains and potential breakthrough moments.
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insights INSIGHT
Find The Underlying Physics Of AI Businesses
The best AI investment opportunities combine a big-picture view of tectonic shifts with deep, on-the-ground analysis of company fundamentals.
Drew Macklis calls this seeking the "underlying physics" of a business, studying roadmaps, unit economics, and management to anticipate responses to curveballs.
volunteer_activism ADVICE
Map The Full AI Stack Before Deciding
Build a systems-level full-stack map of AI from chips to apps to contextualize new information and identify who benefits across the value chain.
Drew recommends mapping key companies, competitive structure, and interrelations at each layer to form robust investment scaffolding.
question_answer ANECDOTE
CTO Summit Revealed Enterprise Pilots Scaling
Capital Group runs a CTO Summit to hear directly from Fortune 500 buyers about real enterprise AI usage and ROI measurement.
Drew began the forum three years ago and now has a time series of CTO/CIO/CDO discussions tracking pilots to scaled deployments.
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