There’s too much AI pessimism,” Mourad wrote. “AI (baskets) are cheap to year-to-date earnings trends, they may require fresh bad news to go down further, which we think is unlikely.” ...
resulting in a $5/bbl fall in the marginal incentive price, assuming a 25% productivity gain observed for early AI adopters," GoldmanSachs said in a note. Goldman expects a modest potential ...
GoldmanSachs wishes to make it clear that it’s not anti-gen-AI. Several of you may have got the wrong end of the stick after the bank’s publication in June of a report called “Gen AI ...