Some things I’m going to look into, please tell me if it’s a waste of time:
Seeing if there are any REITs that specialize in server farms or chip fabs and have long-term options
Apparently McKinsey has a report about what white-collar jobs are most amenable to automation. Tracking down this report (they have lots) if it’s not paywalled or at least learning enough about it to get the gist of which (non-AI) companies would save the most money by “intelligent automation”.
From first principles I’d expect companies/industries which have a large proportion of their operating expenses going to salaries and benefits as the first in line to automate.
Industries that are essentially aggregators and resellers of labor would have to do this to survive at all
...and the ones among them that lag in AI adoption would be candidates for short positions
So, how can we improve this further?
Some things I’m going to look into, please tell me if it’s a waste of time:
Seeing if there are any REITs that specialize in server farms or chip fabs and have long-term options
Apparently McKinsey has a report about what white-collar jobs are most amenable to automation. Tracking down this report (they have lots) if it’s not paywalled or at least learning enough about it to get the gist of which (non-AI) companies would save the most money by “intelligent automation”.
From first principles I’d expect companies/industries which have a large proportion of their operating expenses going to salaries and benefits as the first in line to automate.
Industries that are essentially aggregators and resellers of labor would have to do this to survive at all
...and the ones among them that lag in AI adoption would be candidates for short positions