Beyond the AI Hype: Where the Real Investment Opportunities Lie
- Oct 10, 2025
- 1 min read
Updated: Oct 15, 2025
In this video, Jason White, Portfolio Manager of the Artisan Global Discovery Fund, explores growth opportunities in healthcare, defence, aerospace and AI, and closes with an update on portfolio positioning and the holdings driving long-term growth.
Click below to watch the full video.
This is so true about moving past the initial excitement surrounding new technologies and actually finding where the lasting value is. I keep recommending "Beyond Hype" to friends and colleagues because of how much it helped me reframe my thinking about innovation. It's not just about the flashy headlines; it's about understanding the underlying mechanics and potential for real-world impact. Many thanks for this comprehensive look at the topic. The examples you used, particularly the historical ones, really drive the point home, illustrating how many past innovations followed a similar trajectory. It’s also worth noting that perhaps the resource requirements for genuinely implementing these "beyond hype" strategies could be spelled out more clearly. Understanding the investment needed, both time and…