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The genuine potential of artificial intelligence

Following a recent series of trips to meet leading technology investors in the US, Asia and Europe, we consider the outlook for artificial intelligence and software companies in general.

Executive summaryTechnology investors and enterprises alike have learned lessons about capital discipline after their experiences from the market euphoria of 2020-21 and their struggles in 2022.Yet throughout these different market regimes, software in particular has continued to be resilient and to show its path towards further strong growth, as software efficiencies can increase corporate productivity.

AI has the potential to be a major catalyst, unlocking new efficiencies, and creating attractive investment opportunities across companies that are pioneers, providers, and adopters.

However, the long-term victors in such paradigm shifts rarely become apparent in the very short term, so some diversification of exposure is important.

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