Julie Beal

But it's not clear to me, and I don't think it makes a lot of sense to be directing a ton of client money based on very unproven facts.

Many of the companies that are coming forward and purporting to be disruptors

These are Silicon Valley darlings that, you know, have a great amount of rhythm and they have lots of growth opportunities from them, but they haven't actually demonstrated the hardest thing, which is the distribution and the ability to sell into enterprise.

And that is much tougher and takes much more time to figure out.

It's very likely that AI is going to disrupt all of us in a pretty meaningful way, but it's not clear to me, and I don't think it makes a lot of sense to be directing a ton of client money based on very unproven facts.

Many of the companies that are coming forward and purporting to be disruptors

These are Silicon Valley darlings that, you know, have a great amount of rhythm and they have lots of growth opportunities from them, but they haven't actually demonstrated the hardest thing, which is the distribution and the ability to sell into enterprise.

And that is much tougher and takes much more time to figure out.

And I'm Caroline Hepke in London.

We're the hosts of the Bloomberg Daybreak Europe podcast.

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