do you think that we enter an era where there is a similar dispersion, as we're talking about seeing in the Mag seven with the S&P 493, where there are going to be probably the biggest money making opportunities for investors that we've seen in decades between those that do adopt and do rebuild using AI and those that don't or are lagging.View on YouTube
The prediction explicitly sets a long horizon: performance dispersion in the S&P 493 “over roughly the next decade.” As of now (late November 2025), only a few months have passed since the June 21, 2025 podcast release date, far too little time to evaluate whether:
- AI adoption has persistently driven “very large performance dispersion” across the S&P 493, and
- this has in fact produced “some of the largest relative‑return opportunities for public‑equity investors in decades.”
While there are already anecdotal signs of differing AI strategies and some early market enthusiasm around AI-forward companies, that short-term behavior cannot conclusively confirm or refute a decade-scale claim about structural return dispersion and opportunities. We would need many more years of realized returns and clear attribution to AI-driven operational changes to make a fair assessment.
Because the forecast window is still in its very early phase, the correct classification at this time is “inconclusive (too early)”.