Investing has long balanced art and science, blending ambition with caution. That duality is particularly acute when investing in the artificial intelligence (AI) ecosystem, where billions of dollars drive rapid developments that merit both optimism and rigorous scrutiny.
In part one of this new series, AI Alpha unveils AI’s promise; in part two, it tempers that optimism with critical inquiry. The key questions are whether AI will deliver on its financial promises, and who will ultimately capture these returns—the corporations or the consumers? Outcomes will vary by company, but we contend that today’s multibillion-dollar investments will translate into trillions of dollars of value over time.