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The AI Platform Shift : A framework for navigating evolving moats and business models in the AI era

July 23, 2026 | Equities, Public Markets

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Andy Gardner

Portfolio Manager, Fiera Atlas Global Companies Team

Artificial intelligence is driving the next major platform shift in technology, reshaping competitive advantages, business models and the way organizations operate. In this paper, we examine how AI is redefining the technology landscape, why competitive moats are evolving, and how we are navigating the opportunities and risks created by this transition through a disciplined investment framework.

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