Special Edition: How AI is transforming our industries

This special edition of Short Briefings on Long Term Thinking explores the topic of AI, featuring insights from investment managers Kirsty Gibson and Julia Angeles. The discussion begins with defining AI, machine learning, and related concepts, using the analogy of a toddler's learning process to differentiate between them. The conversation then shifts to the vast opportunities for investors in AI across various sectors, including healthcare, advertising, transportation, and insurance, highlighting specific companies like Moderna, Exscientia, The Trade Desk, Aurora, and Lemonade Insurance. The experts also address the potential for AI to reduce costs and personalize services, particularly in healthcare and insurance, and touch upon the ethical considerations and the need for responsible development and regulation of AI technologies.