30 mei 2024

AI winners continue to present an attractive risk-reward profile

Is the current AI craze a lead-up to another bubble? Or are there concrete differences that underpin its long-term value?

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30 mei 2024

AI driving efficiency in trillion-dollar industries

When ChatGPT captured global attention at the end of 2022, it quickly demonstrated the immense potential of AI. For the first time, humans and machines could communicate using everyday language, instead of code. Initially, this led to widespread curiosity, and within months, ChatGPT amassed over 100 million users. Despite this rapid “consumer” adoption, significant monetisable enterprise use cases seemed elusive, prompting scepticism about whether AI was merely hype.

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24 mei 2024

“It’s not just Nvidia”—how proven winners are thriving in the age of GenAI

Generative AI (GenAI) – which can be defined as tools that can generate texts, images, sounds, and videos – has been adopted at a rapid pace by companies and individuals. ChatGPT experienced the fastest app adoption in history: two months was the time necessary to reach 100 million users.

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