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AI Will Kill The Tech Monopolies

by Peter Berezin, Chief Strategist  

Tech companies have historically generated profits from three main sources: 1) economies of scale; 2) network effects; and 3) proprietary technologies. AI threatens to undercut all three sources. 

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BCA Research | Global Investment Strategy

As BCA Research’s flagship publication, the Global Investment Strategy service provides macro-based investment recommendations across all asset classes, geographies, and time horizons. 

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