Making Sense Navigating the Future: How AI, energy and health care will impact the corporate landscape
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Sep 9, 2025 Evan Junek, Global Head of Corporate Finance Advisory at J.P. Morgan and co-author of the report "Navigating the Future," dives into how AI, energy, and healthcare innovations will transform the corporate landscape. He discusses AI's capacity to boost productivity and GDP, alongside predictions of declining energy prices. Junek sheds light on breakthrough healthcare advancements and their implications for employment and well-being. He also emphasizes the need for businesses to reevaluate their long-term strategies in this rapidly changing environment.
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AI As A Major Productivity Engine
- Rama and Evan assume AI will be transformative and boost productivity materially over a 10-year window.
- They compare AI adoption speed to past tech and estimate substantial per-capita GDP gains if AI follows electricity-like adoption.
Adoption Velocity Is Unprecedented
- ChatGPT reached 100 million users in weeks, showing unprecedented adoption velocity compared with earlier platforms.
- Rapid adoption suggests AI's economic impact could exceed traditional technology timelines.
Electricity Analogy Quantifies AI Gains
- If AI follows electricity's adoption curve, it could add about 0.5% of GDP growth per year for 25 years.
- That translates into meaningful real per-capita productivity improvements globally.