For our third ‘On the Horizon’ piece, we have chosen the topic of Artificial Intelligence. While the use of AI and ‘Big Data’ has been fairly well publicised as a key enabler in the rise of the FANG stocks, more recently, widespread accessibility to data and compute via the Cloud and new techniques such as deep learning have advanced and broadened the field. It is rare for a new technology to hold the potential to disrupt multiple trillion-dollar TAMs, as AI does over the course of this decade. We aim to write follow on pieces covering some of these in the months ahead.

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