Our latest virtual event, “We’ve Seen This Before: What 300 Years of Spending Cycles May Tell Us About AI,” featured members of Obermeyer’s investment team, Adam Savin, Nick Barnes, CFA, and Owen Wilson who explored the current AI investment landscape through the lens of history. Rather than making a call on the timing or direction of the AI trade, the team examined how past technological revolutions — from railroads to the internet — can provide valuable perspective on today’s unprecedented wave of AI infrastructure spending. The presentation covered where value has historically been created, how our team evaluates companies that may benefit from AI adoption, and the opportunities and risks long-term investors should be watching.
