AI Exchanges: How tech giants are navigating the AI landscape

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  Welcome to Goldman Sachs Exchanges.

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  I'm Alison Nathan, and I'm here with George Lee,

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  who is the co-head of the Goldman Sachs Global Institute.

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  Together,

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  we're co-hosting a series of episodes exploring the rise of AI and everything it could mean for companies,

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  investors, and economies.

• 00:15

  George, good to see you again.

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  Good to see you, Alison.

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  So, George, I'm eager to continue this conversation with you.

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  I think this is our third conversation.

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  It's our third.

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  The first two have been great.

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  I'm very much looking forward to this one as well.

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  So, George, today we're going to discuss what the rise of AI could mean for U.S.

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  tech giants and how investors are thinking about AI right now.

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  But let me get your view first.

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  Where do you see these tech giants fitting into the AI story right now?

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  Well, I think it's important to note the time and date of our recording here.

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  It's the afternoon of May 2nd.

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  This has been sort of a momentous week.

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