Beyond the hype

Investors are moving beyond headline AI hype to assess where true value (alpha) is created, how the risks in the AI stack are managed, and what real economic demand underpins sustainable investment opportunities, notes Affiliate Paul Fehlinger. LPs, GPs, and family offices alike are are moving toward impact-based investment practices at the infrastructure, application, and assurance levels. Fehlinger concludes: "The next phase of opportunity in AI will not be defined by who can move fastest, but by who can remain viable longest. That is where the market is now headed." Read more from Impact Alpha.