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Jamie Dimon opina sobre el impacto de la IA en los servicios financieros.
Las ganancias de productividad para el sector de los servicios financieros serán enormes y bifurcadas.
Es un momento realmente bueno para fusionarse y adquirir si eres un regional orientado a la tecnología.
¿Cuándo veremos doctores humanoides para salvar la atención médica? ¿2034?
25 jul 2025
AI FOR THE LONG TAIL
JPM spends $50 Bn+ on compensation expense.
They spend $10 Bn+ on technology development.
How much of that $50 Bn in compensation expense - call centers, retail bankers, syndicate bankers, etc - will get replaced by AI?
There's a lot of producitivty improvement we're going to see in Services businesses - and especially financial services.
That should keep EPS growing for years to come.
As long as you're on the right side of disciplined innovation, and avoding the 'AI Have Nots', should do well...
$JPM
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