The tech giants are facing an ‘existential event’
Mega-cap leaders have overcapitalised in the winner takes all race for dominance in AI, putting their future relevance into question
Richard de Lisle
-
-
A year on from the fall of SVB and Credit Suisse: US and European banks are diverging
European banking has recovered, but turmoil persists in US regional banks
-
How to benefit from the ‘misery’ created by technology
VT De Lisle America fund’s manager Richard de Lisle discusses opportunities arising from Generation X escapism
