Bloomberg Surveillance · Monday, September 28, 2026
The market's view on AI is constantly swinging, but the long-term benefit hinges on broad-based monetization. The CIO of Northstar Asset Management believes the transition will move from the 'builders' of AI infrastructure to those who can effectively 'monetize' it, requiring companies to show improvements in revenue, margins, and productivity from AI investments.
“Our call has been for, it has to go to broad-based monetization for AI to make sense for the longer-term benefits of this massive, massive trillion dollars spent on AI.”
“Companies that are implementing AI have to start seeing improvement in their revenues, their sale, their margins, productivity.”
“So we do think that the longer term game and the story here is it will transition from the builders to the ones that are monetizing AI.”