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Nick Griffin from MUNRO Partners speaks with Drew Meredith at The Inside Network’s Growth Symposium on identifying big structural themes and those that benefit.
Large language models like ChatGPT are part of a long technology continuum driven by Moore’s law, the observation that transistor capacity doubles every two years. To get in on AI’s surging growth, says Munro Partners’ Nick Griffin, investors should focus on the big – and not-so-big – names already poised to come out on top in the “race to shrink”.