
Are we on the cusp of a generative AI revolution?
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Is the AI Space Changing?
I think every product you touch on the consumer side is going to have more AI in it in the next six to 12 months than it did in the last five years. I don't know if I can make a prediction, but I'll give you a backward-looking fact. When I started covering software in the US, software was 50 basis points of US GDP. Today, it's 350 basis points. It's relative share of sub-7x and it put a different lens, global software industry, 560, 570 billion dollar industry. And this is where we're going, where the world is getting digitized through generator AI,. hopefully going forward and part. So I'm extremely optimistic
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