Ideas that challenge conventional wisdom
One of the most underrated Substacker. Please keep posting more content.
"AI won’t impact full markets the way previous tech waves have - but instead will only impact specific companies"
I do not disagree but I think every market is different. AI is going to have a massive impact on commerce, retail, as it changes consumer behaviour.
That said, we will see less impact in markets like financial services where the biggest impact will be on companies P&L.
So yes, the impact won't be horizontal but every industry is different.
One of the most underrated Substacker. Please keep posting more content.
"AI won’t impact full markets the way previous tech waves have - but instead will only impact specific companies"
I do not disagree but I think every market is different. AI is going to have a massive impact on commerce, retail, as it changes consumer behaviour.
That said, we will see less impact in markets like financial services where the biggest impact will be on companies P&L.
So yes, the impact won't be horizontal but every industry is different.