European companies are failing to profit from the pivot to an AI-led economy...
European firms fail to monetize AI-economy shift, widening gap versus US/Asia tech leaders. Tech decision-makers should recalibrate vendor strategy, prioritize US-led platforms, and explore M&A consolidation to close competitiveness gap.
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...markets reconcile ambition with economic scarcity...
The dominant framing of AI as a productivity story (supporting the rates outlook at points this year) is likely right on the…
Let's pull all this into an undeniable conclusion: AI is based on massively subsidizing users' costs...
AI is likewise becoming one big short correlation trade...
AI is unpopular, inflation is unpopular... Unfortunately for markets, a policy response to either or both issues may result in…
From Big Pharma’s long-awaited move into psychedelics to fresh cracks in the AI narrative…
