What's at stake: Investment in companies involved in artificial intelligence.
Background: The huge valuation gains seen in the AI sector have raised concerns if another dotcom boom and bust.
Main players: Nvidia, Microsoft, Goldman Sachs, Bank of America, Chat GPT, Sharesies, Nicholas Bagnall, Richard Stubbs, Frances Valintine.
At a rooftop bar in Auckland one sunny evening in November, fund managers at an awards event were treated to a presentation from online education specialist Frances Valintine about artificial intelligence.
Valintine spoke like an AI evangelist, hammering out stats on the exponential growth of
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