Adam Lampe says that AI will create more jobs than it takes and discusses the sector momentum. “We’re looking at really a no-hire, no-fire trend,” he says, and argues that the U.S. has “manageable inflation.” He expects AI growth to continue, saying we’re at “just the beginning” of adoption and transformation. However, he thinks the companies that are in favor today could be supplanted within 2-5 years – using AI.