Big Tech is finally going to cash in liquid gold from Gen AI in 2025! Here is how!
4 event! Four events, have established and confirmed what will be the new source of revenue for Big Tech next year. And it's coming from AI. Finally, after pouring billions in the development and advancement of generative AI, a concrete and solid source of revenue with enormous scale has emerged!
These events were:
- Microsoft ( $MSFT (-1,05 %) ) Ignite 2024 ( https://youtu.be/3YiB2OvK6sY )
- Salesforce ( $CRM (+0,69 %) ) earnings call for its third quarter of 2024 ( https://youtu.be/7bT-wtJdS2M )
- The AWS (Amazon Web Services) keynote on December 4th ( https://youtu.be/LY7m5LQliAo ) ( $AMZN (+0,26 %) )
- The Sundar Pichai interview during the 2024 New York Times DealBook Summit ( https://youtu.be/OsxwBmp3iFU ) ( $GOOGL (+0,94 %) )
These events confirmed what Sam Altman and other AI experts have being saying during this year:
AGENTS! AI Agents will be the new future cash cow for Big Tech and they are already starting to bring in results. AI Agents will be the new growth buzzword for stocks in 2025.
AI agents are better than chat bots. They can do very complex tasks. They can do entire human tasks. The big selling point for these AI agents is that they will lower the intensity of work required for their company's customers. They are promising remarkable efficiency gains. Agents are this entire New Concept, it's like the next level of AI, the biggest change in 2025, the next iterative development that will change people's perspectives to what AI is capable of. I expect that in 2025 we will have systems that people look at and say: "Wow! I did not expect that!" .
With agents that can accomplish these complex tasks it's going to be incredibly transformative and it's going to be very valuable for the companies that have the distribution system to sell these agents to their customers or to make great use of them directly.
Last month Microsoft's CEO Satya Nadella mentioned that "If you put all the recent breakthroughs in AI together, you can build a very rich agentic world. AI agents, which can act on our behalf across our work and life, across teams, business processes, as well as organizations. And to do that, we are building our three platforms: Copilot, Copilot devices and Copilot an AI stack. That's it. Those are the three platforms. And Copilot Studio, that runs behind Copilot, will allow you to create agents that automate business processes."
Salesforce recently released their new product called "Agent Force" and within the first week of business, Salesforce CEO said that they had over 200 customers sign up for the service.
Amazon just introduced Rufus which is a shopping agent. So if you don't know what you want to buy and you're trying to decide Rufus will be there for you. It will be like going into a physical store when you don't know what you want and you ask a salesperson. You tell them what you're thinking about and you're having them ask narrowing questions and then pointing you to the couple of items that you want to consider and then you have the ability to quickly decide what you want. Rufus is going to be there with you all this time getting to know your intent and your interests and what you want better.
Sundar Pichai during his interview reminded of the progress that Google has made in artificial intelligence and how he thinks the progress is going to get harder in 2025. The low hanging fruit is gone. What's really going to separate different companies are the next iterations. Getting to the next point is going to be more iteratively difficult. Sundar then goes on to reinforces the point that Marc Benioff (CEO of SalesForce) as well as Sam Altman (CEO of OpenAi) have been saying that the next concept are these AI Agents which can complete complex tasks. These are the next iterative step for artificial intelligence.
Can't wait for 2025!
Which companies you think are ready to cash-in with agents in 2025? Obviously $MSFT (-1,05 %) and $CRM (+0,69 %) . They are already doing it. And then? Who else?
