In my view AI will greatly increase the availability of software and output of all things digital.
This means more competition for those that compete in digital realms. Software, media and so on.
I’m trying to find the right way to look at companies that have advantages against AI proliferation. If anything AI will simply enhance their business but not cause it to disappear
Here are my current ideas and I’d love for you to share additional themes that are AI resistant as well:
Experiential: experiences that exist in physical reality
LYV – LiveNation
SIX- Six Flags
SCI- Service Corporation International (leading provider of death care services)
MTN – Vail Resorts
Physical Producers: larger physical builds
BA – Boeing
TTC – Toro
Physical Movers:
UNP – Union Pacific
KMI – Kinder Morgan (Oil pipelines)
Services:
ROL – Rollins, Inc (Parent of Orkin pest)
Are there additional categories and companies you can think of?
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