Dear Reader, Here's the AI number most investors are not thinking about. Only a small fraction of companies are using AI in a serious way today. But what happens when that number is no longer tiny? What happens when AI adoption moves from the experimental stage... into the normal operating system of corporate America? That's when the real divide opens. On one side will be companies using AI as a gimmick. On the other side will be companies using AI to lock in customers, lower costs, speed up critical work, and make themselves almost impossible to replace. That second group is where I'm focused. Because in every great technology boom, the first wave gets the attention. But the second wave often creates the lasting fortunes. The first wave of the internet was routers, cables, servers, and infrastructure. Then came Amazon, Google, Netflix, and the businesses that used the internet to reshape entire industries. I believe AI is following the same pattern. Phase 1 was chips and infrastructure. Phase 2 is the rise of companies using AI to build legal monopolies in massive markets. I've found three that stand out. One is using AI to reshape cybersecurity. One is using AI-powered automation to change how goods move through America's retail system. One is using AI inside the high-stakes world of big pharma and regulatory work. That is the shift I believe investors need to understand now. Click here to watch the Great AI Divide briefing now. Good investing, Alexander Green
Chief Investment Strategist, The Oxford Club |
