When most investors hear “AI,” they think of the same handful of technology stocks. Green is looking further down the road—at what happens when the technology reaches industries whose costs have resisted change for decades.
Why lower prices could create new winners
His argument is not simply that AI companies may grow. It is that AI could push a technology-style cost curve into parts of the real economy, changing which businesses face pressure and which may benefit.
The opportunity, in Green’s view, may not be where the crowd is already looking.
In a concise video briefing, Green explains the price-reset scenario, the exposures he is watching and the less-obvious opportunity he believes investors should understand.