In this episode, host Robert Olsen talks with Mark Machin and Mark Shulgan from Intrepid Growth Partners about the growing role of AI in growth equity investing. The conversation explores the founders’ backgrounds in science and banking, and how these experiences shape their focus on AI-driven investments.

Machin and Shulgan explain their investment strategy, emphasizing their approach to identifying businesses that are using AI to create real value. They also discuss the impact of AI on industries such as healthcare, customer engagement, and robotics.

The two investors share their views on the current market landscape, how investment strategies are evolving in response to economic changes, and the opportunities they see in the U.S., Canada, and the UK.

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