Navigating the Boom: Confronting Generative AI's Most Pressing Questions

Overview

As with any technology, change happens gradually, not overnight. And GenAI is no different. While it may seem to many that the AI enterprise adoption is at a standstill because the financial benefit is not yet evident, important steps are happening behind the scenes that are setting the stage for broader scale adoption and monetization in the not-too-distant future. In this report, we address the common questions about the generative AI theme. The goal is to provide a roadmap for investors to assess the myriad opportunities (and risks) around the AI theme, and to identify companies and sectors that may not be getting the attention they deserve.

Advisor Thinking