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Markets are pricing in long-term AI winners. This veteran investor says history proves customers win more than innovators.

Katherine Langford
Editor-in-Chief · Thursday, October 22, 2026 at 12:40 PM · 1 min read
Markets are pricing in long-term AI winners. This veteran investor says history proves customers win more than innovators. — MarketWatch, Frankfurt Technology news
Image: MarketWatch

Rob Arnott, chairman of Syzygy Asset Management, says the perceived AI winners of today may be far from reality.

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