James Brocklebank has spent nearly three decades making billion-dollar bets on companies most investors would never touch — carve-outs from struggling conglomerates, businesses buried inside bureaucratic giants, deals closed at the height of a pandemic. He has seen complexity and leaned into it. But nothing, he says, compares to what’s coming with artificial intelligence.
“Excited and terrified in equal measure,” Brocklebank replied flatly when asked what he was most excited about in the world right now. Consider who’s saying this.
