Subject: Re: OT Something big is happening in AI
My question would be to ask Mr. Abel if Omaha has performed a sensitivity analysis to near & intermediate term effects of AI on the company's various businesses. Some will be much more affected than others.
Probably a waste of time. Sure, it's absolutely a question that it would be great to know the answer to. But absolutely nobody knows the answers yet, so there is no need to have a big initiative involving consultants with crystal balls.
The main useful action item is to imagine the business model risks as much as possible as a when weighing new investment ideas, to whatever extent you can.
Jim