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Generative AI: hype, or truly transformative?

Goldman Sachs Exchanges

CHAPTER

The Importance of Valuing Your Company

Goldman Sachs's US internet analyst, Eric Sheridan, is comforted that the vast majority of companies are still trading at relatively reasonable multiples. He argues AI probably isn't in a hype cycle. Ringing agrees that this time feels different. Unlike other large technology cycles in the past, the most powerful technology companies in the world are driving this shift. So why won't this be a similar scenario?

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