Eric Sheridan

In this discussion, Eric Sheridan, co-business unit leader of the Technology, Media, and Telecommunications Group at Goldman Sachs Research, shares his insights on how U.S. tech giants are adapting to the rapid AI evolution. He highlights the balancing act companies perform with capital expenditures amid uncertain tariff policies. The conversation touches on how AI is reshaping search engines, enhancing productivity, and optimizing advertising strategies. Sheridan also addresses investor sentiment, emphasizing the challenges of predicting successful applications in a fast-paced tech landscape.

As new artificial intelligence technologies, such as ChatGPT, capture the public’s imagination, are we at a tipping point in technological advancement — or is this the next bubble? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s Eric Sheridan, head of Internet coverage, and Kash Rangan, head of software coverage, discuss the technologies and investment implications, as well as the challenges and opportunities in the space. Learn more about your ad choices. Visit megaphone.fm/adchoices

Investor interest in generative AI technology has surged. But is the hype and market pricing around the technology warranted? In this episode of Goldman Sachs Exchanges, Conviction’s Sarah Guo, NYU’s Gary Marcus and Goldman Sachs Research’s Kash Rangan and Eric Sheridan discuss the technology’s disruptive potential.  Learn more about your ad choices. Visit megaphone.fm/adchoices