Richard Clarida
👤 SpeakerAppearances Over Time
Podcast Appearances
I think so, because they're not only telling us how their businesses look.
They're telling us how every other business looks and how every other business is thinking about AI.
And are they willing to invest more there?
I think we're going to find the answer is yes, that everyone's over the hump.
They see this is real.
They've lagged a little bit.
They were unsure about the impact of tariffs.
They were unsure how AI would play out.
Now that seems to be in the rearview mirror.
I think you are going to see pretty good earnings and pretty good downrange forecasts.
Let's get a source on this.
Torsten Slack this morning.
It was good to see you up before 9 a.m., Torsten.
This is his daily note, the Daily Spark.
Bob Michael, quantifying the productivity gains from AI.
I would say this is J.P.
Morgan with, what is it?
It's like Walmart, 2 million employees in the U.S.
You people have more knowledge, Bob Michael, about the new use of AI.