304. Navigating growth in America and the impact of AI

<p>Ben James, investment specialist director on Baillie Gifford American, gives insights into why the U.S. remains a prime location for growth investors, highlighting its innovation, deep talent pool, and unique cultural optimism. A significant portion of the podcast is dedicated to the transformative power of Artificial Intelligence (AI) in the investment landscape. Ben shares the team's perspective on AI as a new technology paradigm, its potential implications, and the specific companies in their portfolio benefiting from this disruptive force. The discussion spans AI applications in various sectors, from healthcare to cloud computing, providing listeners with a comprehensive view...