Excess Returns · Tuesday, July 7, 2026
Matt Zens sees significant investment opportunities in the AI sector, not only in companies developing AI models but also in those enabling their training and deployment. He highlights that the rapid pace of AI development presents both challenges and immense upside.
“And so from an investment perspective, I think it's a huge opportunity not only in the companies that are building the AI models, but also in the companies that are enabling the AI models to be trained and to be deployed in a productive way.”
“So, you know, it's a tough problem. But the upside is huge. And we see it already.”