Is AI Still in 1995? Gene Munster and Doug Clinton on the Next Phase of the AI Boom
AI is moving from hype to real enterprise adoption, and Gene Munster and Doug Clinton join Excess Returns to explain what that means for investors, technology stocks, energy demand, jobs and the next phase of the AI trade. We discuss why AI may still be early in its bubble cycle, how frontier models like GPT, Claude, Gemini and Grok compare, why AI-powered investing is becoming more practical, and where the biggest second-order opportunities may emerge.
Gene Munster on X
https://x.com/munster_gene
Doug Clinton on X
https://x.com/dougclinton
Deepwater Asset Management…
The skinny
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