Join Andy, Amit, and Lachlan as they unpack key takeaways from the prestigious Bernstein Strategic Decisions Conference in New York. From AI-driven transformations in the restaurant industry to the evolving landscape of private credit and enterprise software, this episode offers exclusive insights into the trends shaping global markets.

🍔 How AI is revolutionizing restaurant operations (Yum! Brands vs. Restaurant Brands International)
💡 ServiceNow’s expansion beyond IT budgets into real estate & labor optimization
💰 The state of private credit—stability at the top, risks in the long tail
📈 Why institutional investors are consolidating with top-tier asset managers

Tune in for expert analysis on what these trends mean for investors.

Key Timestamps & Topics Covered:

• 00:00:00 - 00:01:20 | Introduction & Conference Overview

  • Format of the Bernstein Conference (fireside chats with top CEOs).

  • Why it’s a must-attend for investors.

• 00:01:20 - 00:08:55 | AI in Restaurants: Yum! Brands vs. Rival Strategies

  • How Yum! leverages centralized AI (e.g., Byte by Yum) for supply chain, staffing, and loyalty.

  • Contrast with Restaurant Brands International’s decentralized approach.

• 00:09:29 - 00:13:57 | ServiceNow’s Expansion Beyond IT Budgets

  • Using AI to cut corporate real estate costs (e.g., a 25% footprint reduction case study).

  • Why labor and real estate budgets are now fair game for software spend.

• 00:14:57 - 00:20:03 | Private Credit: Stability at the Top, Fragmentation Below

  • Default rates remain low for institutional players (KKR, Blackstone).

  • Risks in smaller, subscale private credit funds.

• 00:20:24 - Close | The Institutional Shift to Premium Asset Managers

  • NYC Pension Fund’s consolidation from 74 managers to 45.

  • Why firms like KKR and Blackstone are winning.

    
    

    #Investing #AI #PrivateCredit #AssetManagement #BernsteinConference #ServiceNow #RestaurantTech #KKR #Blackstone

In this episode of Montaka’s Spotlight Series, Andy sits down with Amit Nath to explore the seismic shift AI agents are bringing to the global workforce. From redefining productivity to unlocking $3.7 trillion in annual labor savings, they break down how businesses like Salesforce, ServiceNow, and Google are leading the charge—and why this is just the beginning.
Key Timestamps & Topics Covered:

• 00:01:14 – What’s an AI agent? How it differs from ChatGPT.

• 00:05:13 – Real-world use cases: Salesforce, OpenTable, and Google’s AI-generated code.

• 00:11:59 – The $3.7 trillion global labor opportunity (and who captures it).

• 00:15:24 – Why data-rich platforms (like ServiceNow) have a moat.

• 00:22:21 – The shift from "seat-based" to value-based pricing in AI.

• 00:25:02 – Will AI create societal disruption? The upside for businesses.

#AIAgents #FutureOfWork #Productivity #Investing #AIRevolution #TechTrends #MontakaInsights #Technology #Insights #AndrewMacken #AmitNath #MontakaGlobal

In this episode of the Spotlight Series, Andy and Lachy unpack Amazon’s hidden flywheel: its robotics revolution. From 5-story fulfillment centers the size of 55 football fields to AI-powered sorting and packing, they explore:

• How thousands of robots are replacing human roles—safely, efficiently, and at scale.

• Why lower "cost to serve" (25% savings!) translates to faster, cheaper deliveries for customers.

• The self-reinforcing loop of AI, data, and automation—creating a flywheel within a flywheel.

• Long-term implications: autonomous trucks, drones, and last-mile robots that could redefine retail.

A must-listen for investors, tech enthusiasts, and anyone curious about the future of e-commerce.

#Amazon #Robotics #AI #SupplyChain #Innovation #Logistics #Flywheel #Investing #TechTrends #FutureOfWork