Dan Sundheim emphasized that public companies, rather than private ones, will lead the AI revolution, largely due to their resources and scale in implementing AI.
Mala Gaonkar highlighted the medical technology sector, particularly diagnostic imaging, as the area where AI will provide the most immediate benefits in the short term.
Sundheim noted that the infrastructure required for AI projects means companies are viewing ROI over a decade, not focusing on short-term returns.
Both Sundheim and Gaonkar agree that understanding the timelines of AI impact across different industries is vital for smart investment decisions.
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