INSIGHTS
Perspectives for patient investors.
Research, commentary and reflections from the Swell investment team.
Research
AI is changing where value accrues. Most investors haven’t noticed
Research
AI is making intelligence cheap. What comes next?
Research
Figma: Beneficiary in the Age of AI
Research
How much productivity is truly at stake? An economic framework for AI revenue
Research
Why we own SK Hynix and NVIDIA’s ecosystem risk matters
IN THE PRESS
Perspectives beyond our pages.
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For investors who think beyond the short term
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