Jonathan Berkow: Jack, you cover internet, media and consumer companies, and I know that you’ve used AI real time in the moment to test your investment hypotheses. What’s an example of that?
Jack Chen: Yeah, so recently I found myself at an investor day for a global beverage company, and management shared a slide where they showed all of the brand sponsorships that they do for different sports and events. AI was able to help me in real time analyze the growth of those fan communities, which gave me more conviction on this brand’s future revenue growth.
JB: And how is that impactful for you?
JC: So, AI helped take something that would’ve taken me a full day and compressed it into just minutes. Realistically, I probably wouldn’t even have done it at all. So, I was able to take this live observation at the investor day and directly turn it into an analytical output that increased my conviction in my forecast.
