This podcast episode delves into the rapidly evolving landscape of AI adoption, particularly highlighting the shift from enablers to adopters in 2024. The market is eagerly awaiting concrete evidence of AI's value, as enablers continue to drive returns. However, adoption is progressing steadily, with a wide range of consumer-facing chatbots and enterprise-focused open source models emerging. Coding assistants are proving particularly transformative, leading to significant behavioral changes and efficiency gains. The episode also emphasizes the increasing popularity of multimodal models due to their versatility. Despite rapid advancements, non-tech sectors are still lagging in AI adoption, and adopter stocks continue to underperform enabler stocks.
