Tech Giants Poised to Benefit from AI Boom and Automation Fears
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Jefferies sees Meta and Alphabet as best positioned to win in consumer AI, while Evercore names Apple as an underappreciated AI beneficiary.
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Increased AI tool usage also brings fears of job automation, though the actual impact on employment is still a ways off.
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89% of US office workers have now heard of ChatGPT, up from 52% in February 2023.
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Unclear guidelines around permissible and useful applications of AI tools at work persist despite growing awareness.
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Marketing automation identified as one area where AI could have an outsized impact by making campaigns more efficient.