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Markets & Meaning - Monthly podcast by Sean Ashton (Head of Investments at Private Clients)

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AI, Platforms and the Battle for the Customer

In this episode, we unpack one of the most important questions investors face today – how AI is changing the way customers make decisions, and what that means for the platforms and businesses that have historically controlled those journeys. It’s a thoughtful discussion on disruption, market structure and long-term value creation, with clear implications for investors trying to separate hype from durable opportunity.

2 Mar English South Africa Investing · Investing

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