Morgan Stanley's research into AI trends in Tech & Beyond



News Bytes:

Morgan Stanley's research identifies several key insights into the technology, media, and telecom sector. They recognize generative AI as a serious contender for market impact, but don't see it immediately upending top search providers due to high costs. A potential breakthrough in non-invasive blood monitoring using lasers could mark a revolutionary advancement in health technology. In the PC market, a current glut of inventory and weak economies are leading to the lowest shipment in over a decade, but analysts foresee a potential bottoming-out and future opportunity in this sector.

Takeaway from the Original Article

Generative AI

Generative AI has significant potential for market impact, but won't immediately threaten top search providers due to cost challenges. Venture capitalists are shifting focus toward AI applications in content moderation.

Disruption in Health Tech

A breakthrough in non-invasive blood glucose monitoring using lasers and algorithms could mark a game-changing advancement, but further development is required.

Opportunity in PCs

Weak economies and a glut of inventory have led to the lowest PC shipments in over a decade. Analysts foresee a potential bottoming-out and opportunity for original equipment makers in the near future.

Macroeconomic Impact

Amid a tough macroeconomic backdrop, investors should note companies reaching for cost savings to protect cash flow. Slower growth in e-commerce and online advertising is expected, but mega-cap stocks may emerge stronger in the coming years.

Original Article Morgan Stanley Research details AI trends in tech 


Comments

Post a Comment

Popular posts from this blog

Hold on to your tweets, because Twitter (or “X” as Elon Musk would prefer to call it) is about to get smarter!

Image
  Elon Musk Announces Semantic Search Coming to X (Twitter) News Byte Forget “tweety bird” Elon Must is moving into the search game. I wonder where this is going. Musk has announced the addition of semantic search to the platform, which means that tweets will be matched based on their meaning, not just the words used. This enhancement aims to improve search accuracy, provide a more personalized user experience, and reduce irrelevant or spammy content. With semantic search, Twitter hopes to become the search engine that truly understands what you’re looking for, even if you can’t put it into words. This gives a whole new meaning to searching the web. I wonder where this will land ! Happy tweeting! The Original Story first appeared first on gHacks Technology News (https://www.ghacks.net) Original Story’s Takeaway: Twitter’s search functionality has been criticized for being ineffective and not taking into account the meaning of tweets. Elon Musk, the CEO of Twitter (or “X” as it is now c
Read more

AI News from the Itinerant Wanderer @ James Martignoni Engineering Rocks

Image
  Credit the forward thinking of Morgan Stanley Research Tapping the $6 Trillion Opportunity in AI AI is at a breakthrough moment and offers game-changing innovation for consumers Large tech platforms are best positioned to benefit from AI due to the required investment in data storage, engineering, processing speeds, and more. AI has the potential to tap into a $6 trillion offline spending opportunity. AI can revolutionize online search, commerce, and content, and digitize untapped offline spending. Advertising, e-commerce, travel, shared economy, and the cloud are particularly poised to benefit from the evolution of AI tools. AI-driven tech innovation will lead to changes in consumer behavior, new enterprise revenue and productivity enablers, and disruption to sectors slow to adapt. Companies with large, unique, and high-quality data sets, and a willingness and ability to invest, will be better able to optimize their models. The Next Frontier in AI: Computers That Think Like Humans C
Read more

Morgan Stanley Research Reveals how we just don't want to miss out - AKA the Network Effect

Image
Morgan Stanley Research Reveals how Network Effects: How Connections Create Value - We can all learn from Sheep and Cattle Network effects refer to the phenomenon where the value of a product, service, or platform increases with the number of its users. Creating these effects is challenging and costly, but essential for startups' success, and about 70% of global tech equity value is driven by firms utilizing network effects. Although building and maintaining a network is neither easy nor cheap, a thriving network can create outsized returns and provide a business with pricing power and scalability. In 2023, investors should focus on market leaders with mature network effects, as they act as an intangible asset that is crucial for the success and defense of many modern business models. The Importance and Challenges of Network Effects in Today's Business Landscape: The principle that the value of a product or service grows as more users engage is pivotal to the success of many co
Read more