In the midst of great expectations, artificial intelligence (AI) development continues, with an expanding role across enterprise software, cybersecurity, industry, robotics, and consumer technology.
11.06.2024 | 07:02 Uhr
Alongside concerns over job displacement, misuse, and regulation, the market is also closely watching the pace of adoption and investment.
With its seemingly infinite capacity to answer questions, create
photorealistic images, and write computer code, generative AI has been
heralded as the next era in technology, akin to the personal computer,
the internet, and the smartphone. Indeed, AI has suddenly appeared in
everything, everywhere, and all at once. Over the last two years,
venture investment in generative AI rose 120% to USD 20.3 billion in
2023, the mention of AI during quarterly earnings calls within the
S&P 500 nearly doubled and sales of technologies underpinning AI
have risen three-fold. With that level of momentum, taking a critical
view to separate the signal from the noise would also be prudent.
With
AI expected to represent a multi-year opportunity, we have to take a
step back to review the current state of the technology, outline our
investment approach, and highlight the opportunities within enterprise
software, cybersecurity, industry, robotics, and consumer technology.
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