Artificial intelligence has been a defining theme for investors in recent years. While early attention—and capital—has centered on model developers and infrastructure providers, the next phase is taking shape as GenAI applications begin to scale across industries.
In Beyond the Build: The Next Wave of Generative AI Applications and Investment, William Blair Equity Research analysts Ralph Schackart, CFA, along with Jason Ader, CFA, and Arjun Bhatia, co–group heads of technology, media, and communications research, explore five key areas shaping today’s AI landscape. The report also looks ahead to the future, highlighting industries most likely to experience meaningful disruption.
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