Artificial intelligence - a generation-shaping thematic

OBSERVATIONS | NOVEMBER 2018

One of the challenges with artificial intelligence is that its implementation is so ubiquitous and its applications so broad that it’s easy to be over-awed by its possibilities. It's what also makes it so exciting.


Already, artificial intelligence 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. Further, Google Photos has invested heavily in facial recognition technology to identify faces in photos with near 100% accuracy.

With artificial intelligence set to take hold at an industry and company level in ways that are currently hard to imagine, we take a look at how investors should think about this thematic. We examine how widespread it is, and why those companies that are embracing artificial intelligence are likely to be able to both disrupt and deliver real value.