2025-03-25
25 分钟Welcome to Goldman Sachs Exchanges.
I'm Allison Nathan, and I'm here with George Lee, who is the co-head of the Goldman Sachs Global Institute.
Together, we're co-hosting a series of episodes exploring the rise of AI and everything it could mean for companies,
investors, and economies.
George, good to see you again.
Great to see you.
I've really enjoyed our first discussion and super excited about this one today.
So today, we are going to discuss how AI can fit into enterprises.
We're always talking about the use case.
And perhaps we should say it's a big question about how enterprises can fit themselves around this evolving and exciting technology.
So set the stage for us.
When you think about what companies are doing today with AI,
how would you explain the usage and how has that evolved over the last year or two?
Yeah, great question.
Well, look, I think we're in the early days,
and that's consistent with the state of development of the technology itself,
which is quite novel, as you and I have discussed before.
That having been said,
there is definitely a value gap opening up between the trajectory of the technology and the amount of enterprise adoption of that technology.
And I think there are really three reasons for that.