> The quicker corporate clients become comfortable with chatbots, the faster they may simply go directly to their makers in Silicon Valley. If that happens, the great eight’s short-term gains from AI could lead them towards irrelevance. That is something for all the strategy brains to stew on.
The cloud divisions of "big tech" might be the catalysts for this upcoming disintermediation.
In the very near future your grandma is going to carry on a conversation with a machine at her bank and she will have no idea it was not human.
After the election everything that remotely touches AI is going to be at eleven. Everything from companies laying pipe to startups who are delivering services that integrate AI with bespoke business processes. The upswing is going to be far bigger than anyone is imagining right now. The market PE could shave ten points and it will still be gangbusters in AI.
The cloud divisions of "big tech" might be the catalysts for this upcoming disintermediation.