You’re Underestimating AI’s Next Trillion-Dollar Opportunity | Brett Rentmeester

Everyone is focused on today's AI boom—but according to Brett Rentmeester, the biggest investment opportunities may still be ahead. In this conversation with Maggie Lake, Brett explains why investors are underestimating AI's next phase, from agentic AI and autonomous software to physical AI, including robots, autonomous vehicles, and intelligent machines.

He also explores what these developments could mean for data centers, energy demand, semiconductor companies, and the long-term investment landscape. If the first wave of AI was ChatGPT, Brett argues the next waves could be significantly larger—and many investors aren't positioned for them yet

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