Dit artikel wordt u aangeboden door Morgan Stanley IM.

Walled Gardens: The Slow Burn AI Winners

Walled Gardens: The Slow Burn AI Winners

Bruno Paulson

Alongside the early winners of the AI gold rush, the International Equity Team believes there are others for whom the benefits of GenAI will take longer to emerge but will be significant over time. These “slow burners” will not only generate value from AI, but also have the pricing power to hang on to the resulting benefits. This challenge is easier in relatively closed systems, or “Walled Gardens,” that include proprietary data.

 

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