In today’s note, we take a semi-deep dive into the world of artificial intelligence (AI). We dared not go any deeper for fear of what we might find.
In the process, we address how American technology stocks are soaring, how American industry is adapting and what jobs may be at risk of disappearing. We also share a few thoughts on what that means for our current investment thinking.
But we begin with the story behind AlphaGo and the moment when computers began to display what some describe as human intuition.
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