A portfolio manager from a major asset management firm just dropped an interesting take: we're barely scratching the surface of what he calls the "AI supercycle."

His view? AI agents working side-by-side with humans isn't some distant sci-fi scenario—it's practically inevitable at this point. The productivity gains alone make it a matter of when, not if.

That "supercycle" framing is worth chewing on. It suggests we're not looking at a quick tech bubble, but rather a fundamental shift that could reshape how work gets done across industries.