Cloudcomputingcreatednewinvestmentopportunitiesbyenablingthedeliveryofsoftwareasautility.GenerativeAIfurtherunlocksvalueasitextendsthisutilityandprovidesnewtoolsforenhancingend-userproductivity.WhiletraditionalAIhasbeenhelpfulinmakingpredictionsofoutcomes,GenerativeAIisaboutgeneratingcontentsuchastext,video,images,orcomputercode,whichwaspreviouslynotpossible.LargeLanguageModels(LLMs)areakeyenablerofGAI,withaprofoundlevelofproficiencyandintelligence.AIhasthepotentialtoestablishnewcompanies,whileprovidingincumbentswithnewgrowthavenuesbyturbo-chargingend-userproductivity.WeestimateaGenerativeAISoftwareTAMof~$150bn,vs.theglobalsoftwareindustryTAMof$685bn.TheG...
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