Summary

AI is going to reach a billion plus users by the end of this year due to being distributed in existing software products on existing infrastructure that we all use day to day. The diffusion pace will be very fast and will target high income workers, displacing them in an unprecedented manner, which will make UBI a very relevant topic. You’ll begin to see companies reduce hiring plans in the second half of this year, impacting nonfarm payrolls and wage growth. This will make a long-term inflation outbreaks more containable. China, whilst behind in a hardware sense, are ahead in a regulatory sense and have the largest pool of data in the world. Meaning they won’t be subject to litigation, resulting in a faster rollout of AI models at scale in the future, making the US and Europe, onlookers. Deep fake content is going to proliferate. Resulting in moving to a shade of decentralized self-sovereign identity system, which consumers will be happy to pay for. Incorporation of AI will create big value shifts within tech stack. Big shifts and big opportunities in server memory, advanced memory & digital ads. It will create new markets, AI music platforms, AI movies platforms, etc. Top stocks where AI benefits include, SK Hynix Inc, Rohm Co Ltd, Adobe Inc, NVIDIA, & Samsung.