Investing in AI Enablers and Adopters

from Investing in Growth & Change · host Alger

"AI represents a massive TAM. If you can replace or significantly enhance the productivity of labor, a $30-40 trillion market, that is a massive TAM. And even a fraction of that market is still a significant TAM." Portfolio Manager Patrick Kelly discusses the recent launch of the Alger AI Enablers and Adopters strategy and why he thinks artificial intelligence is the most generationally transformative investment theme of this era.

Episode metadata supplied by the publisher feed · Published May 8, 2024

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Investing in AI Enablers and Adopters

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