1. FTV Capital's Brad Bernstein: AI Exuberance Drives Market Dislocation and Opportunity in Early Innings
The AI investment frenzy is actively driving market dislocation, creating a volatile mix of risk and opportunity as the sector undergoes a real-time recalibration. According to Brad Bernstein, Managing Partner at FTV Capital, the current environment mirrors the early stages of a major platform shift, akin to the dawn o...