, trying to implement its use in various products and business models. Has Big Tech seen those AI investments pay off, and if not, how long until they do?breaks down charts and data from Goldman Sachs and BlackRock, highlighting investor skepticism surrounding the rapid growth of AI stocks in 2024 and unrealized productivity amid these investments.
So Goldman Sachs sent us an interesting chart kind of breaking down the A I trade into three different buckets.Obviously, the first name that comes to mind with that big purple line going up would be in video, right? What does alphabet building A I into systems that we use in our computers every day actually mean for the workforce and who's gonna benefit when you look at that chart from Goldman.Enable revenue companies, companies that could see increased reven are now performing the S and P 500 companies that could maybe benefit from just straight up productivity.Those stars stocks aren't really up yet.
If that is actually useful to companies, then they're going to keep coming back and paying up for it.And that in turn would probably help profits in the long run.All right, when we talk about productivity or what ultimately, this is going to mean where all these billions of dollars of investments are going to me there seems to be such a discrepancy or, or a huge debate out there about what that timeline looks like in order for it to pay off.