AI's possible limits and a Carvana-heavy portfolio
The Invest Like the Best episode discusses why CAS Investment Partners founder Cliff Sosin avoids investing in the AI build-out.
TLDR
Invest Like the Best describes a conversation in which Cliff Sosin discusses what even the smartest AI may be unable to predict and which businesses could benefit as intelligence gets cheaper. He and host Patrick O'Shaughnessy also discuss how AI agents could affect competition and why Sosin is comfortable with roughly 80% of his portfolio in Carvana.
Combined views
61.8K
11 Sources, first seen ago

