Asian Owner-Operators and the AI Inflection Point

The shift to “agentic” AI, meaning AI that can act — not just respond – means we have reached a major inflection point. Rather than simply answering questions, an agentic AI system can independently plan and carry out complex, multi-step tasks in the real world. Partner and Senior Research Analyst Owens Huang discusses the implications of this major shift and the potential beneficiaries amongst the Asian owner-operators in which Dalton invests here.