EQ Saturday Sapience #175
Equity Intelligence 13th June 2026
“We tend to overestimate the effect of a technology in the short run and underestimate the effect in the long run.” — Roy Amara
Alex Sacerdote, Founder of Whale Rock Capital, on AI Investing. Most technologies follow an S-curve. Alex believes enterprise AI adoption is still below 1%, he describes AI as an "L-curve" — a technology curve that could move almost vertically. His framework is simple: find large adoption curves, durable advantages and future earnings that the market is underestimating. The biggest opportunities are often visible through behaviour and adoption trends long before they appear in financial results. Watch more
Elon Musk has become the world’s first trillionaire. At $135 each, the sale of 5% of the SpaceX’s shares raised $75bn, making it comfortably the biggest initial public offering of all time and Mr Musk the world’s first trillionaire. Read more
Hosted jointly by the United States, Mexico, and Canada, the tournament will be the largest FIFA World Cup in history, featuring 48 teams, 104 matches, and 16 host cities. An impressive feat – but beyond the game, will the tournament meaningfully boost economic growth? Read more
Globalisation makes distant chokepoints domestic economic variables. A narrow sea lane can become inflation, currency pressure and fiscal slippage in India. Read more
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