This is a multi-decade profit trend. Companies are accelerating spending on AI hardware to usher in a new era of AI-powered software… everywhere in society.
It’s too early to say whether OpenAI’s device will be the next iPhone. But we need to start thinking about how an AI-based device could reshape our world… and what it means for us as investors.
Anyone beating the drum that AI is in a bubble is going to end up with egg on their face.
This week, we’re featuring an insight from colleague Teeka Tiwari.
Of the industries expected to shed jobs because of AI, the biggest are customer service and office support. And that’s not necessarily a bad thing.
The idea that a tech company needs to be an innovator is not just misleading. It can be dangerous.
This week, OpenAI began a limited release of its newest version of ChatGPT. It can now see images and make sense of them. So today, let’s take a closer look at the features Google and OpenAI built into their latest AI systems.