Constellation's AI playbook
About this episode
This episode was recorded before the sad news that Mark Leonard had to step down as CEO of Constellation Software for health reasons. We wish him a full and speedy recovery.
This week, Barry and Ernest react to Constellation Software's conference call about the risks and opportunities of AI to their business. 0:00- Intro
4:34- Constellation's AI conference call
13:53- Geoffrey Hinton's radiologist prediction
14:58- AI concerns for Constellation
24:48- AI opportunities for Constellation
27:02- Constellation's decentralization
32:00- High hurdle rates for M&A
Get every episode summarized
Each time Long Term Investing - With Baskin Wealth Management publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Long Term Investing - With Baskin Wealth Management
What's next for Canadian banks?
Long Term Investing - With Baskin Wealth Management
Financial Planning Special
Long Term Investing - With Baskin Wealth Management
Constellation Software's New Era
Long Term Investing - With Baskin Wealth Management
The Greg Abel Era at Berkshire
Long Term Investing - With Baskin Wealth Management