24.03 Liontrust Global Innovation Report - The Rise of AI 04.24 - Flipbook - Page 2
CONTENTS
28
3
5
6
37
10
38
12
16
Meet the team
The coming impact of AI
AI – helping to speed up drug discovery 28
Introduction
Interviews with Moderna and Recursion 30–33
AI – tried and tested by the Global
Conversations with
an AI expert
What investors are asking
Why invest in technology?
The AI revolution
The rise of AI – a new cycle 16–17
The new technology cycle 18
Is AI a good investment opportunity? AI’s value
creation and capture credentials 19–21
How we invest in AI: the new technology stack 22
Infrastructure layer – Nvidia 23
Models layer – LLMs 23
Tools layer – ServiceNow 24
Applications layer – Netflix and Spotify 24
25
From growth to profit
Mongo DB 26
Airbnb 27
Uber 27
2 - The rise of AI: Technology and Innovation Report
Innovation team 34–36
Conclusion
Important information
