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Part 1/3:

The AI Tsunami is Here: Preparing for the Future

Widespread Adoption and Skepticism

  • Every executive believes AI is a transformative technology, yet most companies are moving as if it is incremental.

  • AI is advancing at an accelerating rate, and we are not ready for what is about to hit us.

  • Tech giants like Microsoft and OpenAI are making massive investments in AI infrastructure, signaling their long-term vision.

  • However, there is skepticism about the promised benefits of AI, with concerns about the lack of tangible returns on investment.

Disrupting Traditional Industries

  • Cobalt Metals, a 5-year-old startup, has become the first mining unicorn by using AI to discover the biggest copper deposit in over a decade.

  • This demonstrates how AI is transforming traditional industries like mining, with a talent base of geoscientists, AI experts, and software engineers.

Revolutionizing Drug Discovery and Software Development

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Part 2/3:

  • DeepMind's AlphaFold system has revolutionized protein folding, and its new AlphaProteo system can now design novel proteins for drug development.

  • Amazon is using its own generative AI tool, Amazon CodeGuru, to upgrade 50% of its Java production systems in just 6 months, saving $260 million.

The AI Arms Race and Adoption Challenges

  • Big tech companies are in a trillion-dollar AI arms race, but US firms are slow to adopt AI, with only 5.4% currently using it.

  • The tech sector has a higher adoption rate, while older, traditional firms are lagging behind.

  • Estimates suggest a $44 trillion impact from generative AI and an $11-18 trillion impact from traditional AI, but there is skepticism about the realization of these benefits.

Preparing for the Future

  • AI is a general-purpose technology, like steam, electricity, and the internet, with widespread use cases, rapid improvement, and the need for complementary innovation.

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