AI and Lowly Common Sense

AI Scaling the heights or filling the kitty?

AI and Lowly Common Sense

This report analyses the competing AI business models of America and China.  It predicts:

1.        Which model will win.

2.        What the economic consequences of winning or losing are for the US, China and the global AI ecosystem.

3.        How can investors participate in the economic value created and avoid sharing in the destruction of losers.

The research comes to come startling conclusions along the way:

• It finds that for an AI bubble to burst it doesn't necessarily need a macro event to cause collapse.  Collapse follows from losing the battle for AI supremacy.   But the economic consequences of an AI collapse are likely to have profound macro-economic consequences
• It casts a cynical eye on the relevance of economic theories about innovators and second movers, Schumpeter’s “creative destruction” versus Solow’s “fast follower model” and the risks of fragmenting global trade infecting the development of global AI.

The report takes a shot at dealing with the challenges of implementing an investment strategy that captures the economic gains of AI.