How AI Will Transform These Stocks in 2026
Opto Sessions – Invest in the Next Big Idea · Haydn Brain & Ed Gotham
December 24, 202518m 53s
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Show Notes
In this AI Christmas special of OPTO Sessions, we revisit standout moments from this year’s conversations on how AI is changing products, cost bases and competitive moats, from Better.com and Upstart in lending, to Box and Intercom in enterprise workflows and customer service, and SoundHound in voice AI. We look at near-term execution over the next year, longer-term positioning over five years, and the best criteria for spotting real AI advantage.