Bonus: Brad Jacobs on the Responsible Use of AI
Speakers
Brad Jacobs
— Chairman and CEO of QXO; Founder of Jacobs Private Equity
Summary
Brad Jacobs discusses AI's impact on his effectiveness as QXO's CEO. He says AI is a clear short-term positive because it speeds data collection, analysis, and management visibility. Long term, the outcome depends on whether AI is used responsibly or goes rogue or is weaponized. He remains optimistic but scared.
- Brad Jacobs views AI as a big short-term positive for productivity.
- AI tools summarize meetings, CRM data, and sentiment same day.
- QXO has 1,150 locations and uses AI for management visibility.
- Long-term AI outcome depends on responsible use versus rogue or weaponized scenarios.
- He tries to remain positive but is scared about AI.
- Short excerpt from Morgan Stanley's Hard Lessons series.
Ideas
Short-term AI is a big plus.
Artificial intelligence is a big short-term positive because it makes management dramatically more effective: AI collects meeting notes, CRM data, and sentiment across QXO's 1,150 locations, analyzes and summarizes it the same day, and lets management get far more done in less time.
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This Morgan Stanley video, published September 10, 2026, features Brad Jacobs discussing Artificial Intelligence. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: Brad Jacobs · Tickers: Artificial Intelligence