A Thematic Playbook To Invest In The AI Ecosystem

2026-01-09 08:59:00 ET

Artificial Intelligence ((AI)) is rapidly establishing itself as the defining economic layer of the post-internet era. The internet created a $16 trillion digital economy over the past three decades, about 15% of global GDP. ¹ In our view, AI is the only technology capable of doubling or even tripling that share in the decades ahead. Unlike earlier cycles, AI converts information into decisions and actions, allowing productivity to scale independently of labor. As chatbots amplify knowledge work, AI agents automate end-to-end tasks, and robots begin to complement human labor in physical and repetitive roles, a much larger share of the global economy becomes computable....

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