Hennion & Walsh's CIO: Talent is now the most expensive bottleneck in AI

Summary

Kevin Mahn, Chief Investment Officer at Hennion & Walsh, says the bottleneck in AI has moved. It was compute, then power, then memory, and now it is people, and people are the most expensive of the four. Willy Lee, Principal at Neostellar, explains what that buys: the moat is not the model, it is the harness and the workflow built on top of it. Then the panel turns to whether any of it works if nobody will hand an agent their data. Anna Rathbun, Founder and CEO of Grenadilla Advisory, runs her own firm on agents. Shay Boloor, Chief Market Strategist at Futurum, does not trust them at all…

Description from Yahoo News.