Non-Consensus Investment Strategies in the AI Era
gorkem · x · 2026-07-14
This article discusses how investors should assess the future and track value migration in the AI era. The core argument is that AI industry winners won't necessarily emerge along the most obvious current paths. In rapidly shifting tech cycles, investing is more about predicting future industry structures than simply chasing current trends. The article emphasizes "outlier investing"—seeking non-consensus opportunities that could yield extraordinary returns in the future.
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