Where Cato Sits in the AI Economy
Every major technological shift reshapes the landscape, creating both winners and losers. AI will be no different. The key question is which companies are positioned to capture the value it generates, and which ones may fall behind as it unfolds. If you look at previous technology shifts, the winners were not always the companies building the most visible products. They were often the ones that enabled the shift to happen in the first place, or those that benefited from the structural changes it created.