As Generative AI gains traction across the globe, there is an increasing sense of optimism about its ability to elevate productivity and drive significant transformations. However, investments within this burgeoning field call for a discerning approach to bypass speculative bubbles and zero in on promising long-term winners.

This session discusses investment implications and risks of Generative AI, the approach to identify opportunities in the early stage with reasonable valuations amid the rapidly changing AI environment.