Wellington Management
September 13, 2023
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Generative AI: Separating hype from opportunity

The views expressed are those of the authors at the time of writing. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only.

By:  Thomas Mucha, Geopolitical Strategist, Brian Barbetta, Global Industry Analyst, Michael Masdea, Co-Head, Risk & Investment Science

Two of Wellington's tech experts join host Thomas Mucha to discuss the rapidly evolving artificial intelligence (AI) landscape and separate hype from reality, highlighting everything from the industries most likely to be impacted to AI's geopolitical implications.

Listen here. 

Key topics:

2:45 – What is generative AI?

5:00 – Artificial intelligence investment opportunities

7:05 – Potential long-term winners

10:00 – Surprising pace of AI adoption

10:55 – Leveraging AI in investment processes

12:25 – ESG and ethical concerns

14:00 – Geopolitics and the regulation of AI

22:45 – Economic implications

24:30 – Industry risks and opportunities

27:15 – What does generative AI mean for humanity?

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