This podcast episode delves into the AI market's changing landscape and its wide-ranging impact on global markets. It emphasizes the extraordinary performance of AI enablers, their expected dip, and the emergence of adopters, companies utilizing AI to enhance data utilization and monetization. While 2023 saw modest returns for adopters, 2024 is anticipated to bring about transformative product launches using large language models and generative AI. Companies with moderate AI relevance witnessed a noteworthy 28% market cap increase in 2023, highlighting the significance of monitoring AI adoption rates.
