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▶ 68:02 · $JPM · Hockey predicts large US banks with massive distribution and high labor costs will be primary beneficiaries of AI-driven efficiency gains

now playing · $JPM

$KSPI···bullish· lowwilliam hockey

Hockey highlights Kaspi.kz as fascinating super-app combining banking, e-commerce, and government services in Kazakhstan

Kaspi's model of acquiring a bank then building e-commerce, payments, and government services on top demonstrates the power of vertical integration in emerging markets where finan…

$JPM···bullish· mediumwilliam hockey

Hockey predicts large US banks with massive distribution and high labor costs will be primary beneficiaries of AI-driven efficiency gains

Large banks have high headcount and technology spend rather than physical assets, making them ideal candidates for AI automation; those with the largest distribution and cost stru…

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