From The Motley Fool · The Rule Breakers Team · · 1m
Rule Breakers Hunt AI's Invisible Winners
Analysts find AI companies that customers don't notice but use for innovation.
In brief
Analysts find AI companies that customers don't notice but use for innovation. Rule Breakers analysts identify companies using AI invisibly for innovation, not yet household names. Originally reported by The Motley Fool.
David Gardner on AI
David Gardner, co-founder of The Motley Fool, says AI is a general technology investors overlook.
“Well, i think we're all paying attention to artificial intelligence for very obvious reasons. it is a general technology.”
AI's Invisible Winners
Rule Breakers hunt companies using ai without customers noticing, like amazon's later services.
“i really think where we're not looking enough maybe, because we can't yet, is the companies that will be using ai in an almost invisible way.”
Electricity Analogy
David compares ai adoption to electricity's spread, becoming cheaper and more general over time.
“before there were electric saws, there were saws, and you had a saw, but all of a sudden somebody else showed up with, 'well, we can actually electrify this, and we can electrify all of our society, and electricity will become general and also very cheap.'”
Current AI Builders
Nvidia and Alphabet are seen as amazing stocks but represent the first wave of ai adoption.
“most of today's attention goes to the builders of ai, such as nvidia and alphabet.”
Uber and Airbnb
Uber and Airbnb emerged after amazon, using internet services customers didn't notice.
“but then along came uber, and then along came airbnb. ten years later, things that used the internet and enabled us to do things that didn't exist before.”
Palantir as Example
Palantir shows early ai adoption with scale, described as a rule breaker by David Gardner.
“there you go. what a rule breaker.”
Long-Term Strategy
Rule Breakers focus on innovators with ai that customers don't notice, using long-term horizons.
“as a rule breaker, i'll be focused on what are the companies that are using ai in a way that i may not even notice as a customer and doing special things.”
The main idea
Rule Breakers analysts identify companies using AI invisibly for innovation, not yet household names.
