ChatGPT has garnered strong interest from the public and shows the progress made in AI development. However, investors should recognize that AI is much broader and plays an important role in the daily offerings for many of our vendors. This deep dive looks to show the whole picture. MSFT looks most interesting.
ChatGPT – Reviving the AI Hype Cycle Again: AI has been around for years, but ChatGPT has
started a new round of the hype cycle by showcasing advancements in the space in an easy to
appreciate way, using a consumer facing application. OpenAI (the company behind ChatGPT) is
working closely with Microsoft, and we can see some early interesting use cases for MSFT
applications. However, we also see strong progress with other players like Google (covered by
Ross Sandler).
