AI Impact - channels through which CFOs expect AI to have an impact on businesses:

👉 the biggest impacts to be on decision speed, output per worker and time spent on high value–added tasks

👉 key jobs note: with employment seen as essentially unchanged!

P.S. Future Maverick Key Reports:

• way more on the U.S. Economy via my improved deep dive & other complementary Maverick Special reports! — for both Top-Down & Bottom-Up approaches, connecting the mighty Macro-Finance bridge:

✍️ The State of the U.S. Economy in 75 Charts

• one of my next Maverick Special research reports covers the big AI question:

✍️ Is AI in Bubbly Territory? Maverick Special #10

• as well, on the AI CAPEX big cycle we are having currently I am working on 2 Maverick proprietary indicators/indices that would capture the 2 key aspects:

✍️ AI ROI on CAPEX (a quantitative objective gauge)

✍️ AI Sentiment (a qualitative, mood gauge)

Free to subscribe = free to enjoy!

With respect,

Mav

maverickequityresearch.…