Artificial intelligence- a generation-shaping thematic

Already, AI is more widespread than many of us may realise. Spotify, Netflix and Amazon all use it to assist in the way they target their products to consumers--while Amazon has also used it to reduce labour costs, effectively replacing six humans with one robot. In this article, we take a look at how investors should think about AI, how widespread it is, and why this thematic is likely to have a far-reaching impact on economies and markets. We also examine why those companies that are embracing AI are likely to be able to both disrupt and deliver real value to their shareholders. At a company level, the ability to implement and leverage AI will become one of the key differentiators over the next decade.