Seeking Singularity - Q2 2022

Our latest Seeking Singularity quarterly report explores why we think innovation is the most important driver of pricing power and why it might be the only way to create durable, sustainable, and predictable growth in the long term. Read why we focus on companies that are able to remain in our key areas of innovation and why Tesla, Netflix, and Spotify have eventually dropped out of the Singularity Portfolio. As a result of our ongoing Singularity Think Tank conversations, we furthermore share how we see a shift from Discriminative Artificial Intelligence to Generative Artificial Intelligence and what this means for investors.

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