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  5. CSU: What is your opinion on the ai conference today ? [Constellation Software Inc.]
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Q: What is your opinion on the ai conference today ? Leonard feels it’s hard to determine which scenario — a renaissance or a recession — is more likely because the state of AI is changing rapidly and no one has a real sense of what it will be capable of a year from now.
Asked by francis on September 22, 2025
5i Research Answer:

We are glad that he presented both sides, as no one really knows how things will shape up. We will be posting a blog on our thoughts on the call, likely before Tuesday's market opening.