The MacroTourist

The MacroTourist

THE NEXT STAGE IN THE AI EVOLUTION

The 'tourist examines why true AI bulls should be buying companies that USE AI, not ones that make it

Kevin Muir's avatar
Kevin Muir
Dec 07, 2025
∙ Paid

The other day I was sitting around thinking about how much time financial folks have spent arguing about AI. Will it change the world? Are the companies good investments? Is it a bubble? And I am by no means innocent of this transgression.

But then it hit me. I’ve been sucked into the debate about first-order effects.

What do I mean?

Well, I’ll tell you,…

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