In my recent interview with Ausbiz, I discussed the potential bursting of the AI bubble and the challenges mega tech companies face in monetising AI. I highlighted the opportunities in high-quality businesses at rational prices and emphasised the outperformance potential of small caps, driven by positive economic growth and disinflation. With the right conditions, innovative companies with pricing power are set to excel over the next 12 months.

You can watch the full interview here: Ausbiz – Has the AI bubble finally burst?