The Great AI Unwind — Which Companies Survive the Adoption Phase? | Kai Wu
From Lead-Lag Live by Michael A. Gayed, CFA
April 1, 2026 · 34 min
About this episode
The episode discusses the implications of AI adoption on companies and which may survive the transition.
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People in this episode
Host: Michael A. Gayed, CFA
Guest: Kai Wu
Topics covered
- AI adoption
- business survival
- technology impact
- investment strategies
- company analysis
Keywords
- AI
- adoption phase
- companies
- survival
- investment
- technology
- business
Sponsors
The Lead-Lag Report
Mentioned in this episode
Organizations: The Lead-Lag Report, Substack, Lead-Lag Live
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