Enterprise software is undergoing its most significant reset in a generation. Artificial intelligence (AI) is reallocating value within software—creating clear winners and exposing vulnerabilities in business models that have worked well for the past two decades. We believe investors who treat software as a uniform asset class will make costly mistakes.
Physical artificial intelligence (AI), the convergence of robotics and AI, is here. With autonomous vehicles and industrial automation moving into mainstream adoption, Matt Cioppa from Franklin Equity Group explains why this could represent a generational opportunity for long-term investors.
