1、1639300_015c9594-595d-4448-8951-184c4f45f974.pdfAI disruption and opportunityA sector-by-sector guide for entrepreneursChief Investment Office GWM Investment Research1639300_015c9594-595d-4448-8951-184c4f45f974.pdf2AI disruption and opportunity:A sector-by-sector guide for entrepreneurs This report

2、was produced by UBS Switzerland AG and UBS Financial Services Inc.(UBS FS).Please note the important legal notes and disclosures at the end of this document.Authors:Achille Monnet,Kevin Dennean,Sundeep Gantori,Delwin-Kurnia Limas Publication date:21 May 2025Desktop Publishing:CIO Content DesignCover

3、 photo:UBS Contact: disruption and opportunityIntroduction Generative artificial intelligence(genAI)has the potential to transform industries.We view this technology transition as a platform shift,owing to the underlying per-formance of the technology and its ubiquitous applicability.As use cases co

4、ntinue to be defined,we see genAI broadening outside of the technology sector to have wide-reaching implications.Moreover,entrepreneurs need to remember that the underlying technology is improving at a rapid pace and being embraced by new industries.We believe underlying model improvements will expa

5、nd the total addressable market of genAI.We believe culture will be a key determinant as to which firms capture the value from genAI rather than be disrupted by it over the long term.In the near term,were monitoring to see whether the scaling laws are holding.The range of problems that artificial in

6、telligence(AI)can address keeps growing,enhancing the productivity of know-ledge workers every day1.With 1 billion knowledge workers worldwide,the productivity gains could easily surpass that of the internetpossibly making it one of the biggest investment opportunities over the next decades.The pote