Co-Founder, Chairman & CIO at Marshall Wace
We are at the beginning of an unprecedented biological-scale Cambrian explosion in artificial intelligence and physical robotics that will drive massive productivity gains. While structural power constraints and chip demand are temporarily inflationary, the resulting technological leap will ultimately prove disinflationary and power an extended secular equity expansion.
This answer is part of a full interview with Sir Paul Marshall, Co-Founder, Chairman & CIO at Marshall Wace.
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