Dan White-From AI Hype to Reality—Investing in the Great Acceleration

Is the biggest risk in your portfolio the one you're not seeing? Most investors are laser-focused on whether AI is a bubble — but Dan White, Associate Portfolio Manager at ARK Invest, argues that the far more costly mistake may be playing defence during what ARK believes is the most significant productivity regime change in a generation. In this episode of Insight is Capital, Pierre Daillie and Dan White go deep on the ‘SaaSpocalypse’, the $600 billion CapEx question, and the thesis that could reframe everything you think you know about risk, valuation, and where the next decade of market value is actually going to be created.