AI, GLP-1s and GDP Growth

And Some Notes on Japan and Korea

This week we’ll devote a little discussion to the current optimism surrounding the fields of Artificial Intelligence (AI) and GLP-1 drugs, juxtaposed against the skepticism towards sectors lagging in AI adoption and facing potential disruptions from these innovations.  In brief, we believe that AI could contribute an additional 2 to 3% annually to the U.S. GDP, beginning as early as late 2024 or 2025.  We expect this surge to persist for at least a decade, propelled by AI’s broad implementation across most sectors and industries.  Companies that are sluggish or hesitant to invest in the integration of AI into their operations, particularly software firms, are likely to experience a decline in market share and competitive advantage.  Conversely, software companies that proactively incorporate AI into their offerings may present promising investment opportunities.