Focus on US Companies' Cost Control and AI Investment

This chapter explores how US companies are balancing cost control measures with investments in new technologies, particularly AI. Specific examples are given, such as UPS's focus on generative AI despite job cuts, and Morgan Stanley's analysis of the intersection between operational efficiency and AI investment. The importance of evaluating impact through earnings per share (EPS) is emphasized, and future topics such as diversity in venture capital and the use of AI in threat detection are mentioned. Two sponsors, CrowdStrike and QuickBooks Money, are also highlighted.