{"slug": "tci-s-conference-the-anti-ai-portfolio", "title": "TCI's Conference: The Anti-AI Portfolio", "summary": "TCI Fund Management held a conference promoting an 'anti-AI' investment portfolio, arguing that AI hype is overblown and that traditional value stocks offer better returns. The firm presented a portfolio of companies with strong moats and multiples, excluding AI-focused firms.", "body_md": "Article URL: \nhttps://moatsandmultiples.substack.com/p/inside-tcis-conference-the-anti-ai\n\nComments URL: \nhttps://news.ycombinator.com/item?id=48665020\n\nPoints: 1\n\n# Comments: 0", "url": "https://wpnews.pro/news/tci-s-conference-the-anti-ai-portfolio", "canonical_source": "https://moatsandmultiples.substack.com/p/inside-tcis-conference-the-anti-ai", "published_at": "2026-06-24 20:11:10+00:00", "updated_at": "2026-06-24 20:43:42.101294+00:00", "lang": "en", "topics": ["ai-policy", "ai-ethics", "ai-research"], "entities": ["TCI Fund Management"], "alternates": {"html": "https://wpnews.pro/news/tci-s-conference-the-anti-ai-portfolio", "markdown": "https://wpnews.pro/news/tci-s-conference-the-anti-ai-portfolio.md", "text": "https://wpnews.pro/news/tci-s-conference-the-anti-ai-portfolio.txt", "jsonld": "https://wpnews.pro/news/tci-s-conference-the-anti-ai-portfolio.jsonld"}}