Kai Wu is the founder of Sparkline Capital, and his research focuses on finding AI winners and losers in the stock market. He joined Phil Rosen to discuss the next phase of the AI boom, how to spot early adopters to invest in, market data drawn from earnings calls and AI implementations, and more.  

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Timestamps:

0:00 - Intro

0:24 - Understanding the AI Adoption Phase

1:19 - Current Trends in AI, Historical Patterns

04:04 - Tracking AI Mentions & Economic Gains

7:15 - Excess Returns in AI

12:04 - AI Infrastructure vs. Early Adopters

17:30 - Market Sentiment, Saas Selloff

24:00 - Infrastructure Valuations

26:55 - AI ROI Examples

29:02 Conclusion and Final Thoughts

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