Revolution CEO Steve Case Says AI Driving Shift to Durable Assets
TL;DR
Revolution CEO Steve Case says AI will disrupt a wide range of industries and business models, advising investors to seek assets that have better durability. Speaking with Romaine Bostick on Bloomberg's The Close, Case points to real estate and hospitality as areas attracting investment.
Nauti's Take
The opportunity: teams that identify early which parts of their business resist automation can invest there instead of defending everything at once. The risk: durable does not mean safe, since real estate and hospitality still depend on demand, interest rates and operating costs.
Practical check for small teams: which part of the value you deliver rests on relationships, location or trust, and which part is diligent work a model can absorb?
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