Crazier Than Elon’s 6X Tesla Bet: Why Non-Tech Giants Might Be AI’s Real Valuation Dark Horses
How overlooked non-tech titans - over 420 S&P 500 companies and beyond - can harness Agentic AI for transformative gains, and unlock value. New CMU research highlights agentic augmentation potential.
Amid market fears of an AI bubble, the ‘boring’ non-tech firms like manufacturers, healthcare, finance, and entertainment giants stand to capture trillions in value by evolving from AI adopters deploying basic tools to fundamentally transform the economics of their operations with agentic systems. New Carnegie Mellon and Stanford University research validates this potential by showing AI agents complete some realistic workflows 88.3% faster at 90.4-96.2% lower cost than humans. That creates the kind of discontinuity that could yield 6x returns, even if the company isn’t named Tesla. Of course, with caveats.
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