Van Lanschot Kempen argues that markets are treating AI as a broad threat, when the more important question is which business models remain economically difficult to replace.
- Early selloffs have been indiscriminate, especially in software and professional services, before company-specific differentiation has occurred.
- Firms tied to physical infrastructure, regulated assets, embedded workflows, proprietary data, or distribution advantages may prove more durable than current pricing implies.
- For dividend investors, the focus should remain on sustainable cash generation rather than fashionable narratives.
AI may automate tasks quickly—but replacing entrenched economic functions is usually far slower.
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