The Strategist


Fifty-eight years ago, in April 1965, George Moore - co-founder of Intel - invented "Moore's Law," which states that the number of transistors on an integrated circuit (IC) doubles approximately every two years. While the human brain thinks in linear processes, technological progress is always exponential, making it harder for us to comprehend the speed. At least since the founding of Intel in 1968, investors have known that every technological advance always leads to some sort of disruption of entire industries.

Thomas Wille
Reading time
5 minutes
Artificial Intelligence
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With the transition from Web 2.0 (centralized networks and social media) to Web 3.0 (decentralized networks, blockchain and token economy), we are now in the next major disruption phase. For example, traditional universal banks are increasingly under pressure from fintech and non-financial companies. This ongoing transformation is now accelerating.

Artificial Intelligence or AI

AI has been around for several years. But with the launch of Chat GPT by OpenAI the long-awaited media push has now paved the way for AI to enter the mainstream. But this is only the beginning. AI is still in its infancy, and the coming years will see many more disruptive innovations that will challenge most business models.

A few days ago, the prestigious Stanford University in the US published a more than 300-page study on AI that aims to show the expected and foreseeable impact on our lives and the society. The study includes ten key findings. From our point of view, the most important are the following four:

  • Industry is ahead of science
  • AI helps and hurts the environment in equal measure
  • Demand for AI-related skills is growing in virtually every US industry, as are instances of misuse
  • Policymakers are increasingly interested in AI

With a topic as fast-moving as AI, studies older than 12 months are already out of date. The coming months will be no different. In the Western world, US Big Tech is at the forefront. On the one hand, OpenAI is supported by Microsoft with Chat GPT and on the other hand by Google with its Bard project. Who will win this duel is completely open and most likely more competitors will enter the market. I believe several solutions have their right to exist and that hardly any company in Web3 will succeed in playing the winner-takes-all-card. However, one thing can be said today with a high degree of probability: AI is likely to influence and disrupt every industry.

Participating with US Big Tech

AI is a very long-term story, and investors should have a long investment horizon. If an investor wants to participate in AI in the current challenging macroeconomic environment, the best place to be is US Big Tech and he companies that are making the AI boom possible.

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