Merrill Lynch On the Investment Opportunity in Robotics/AI

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Merrill Lynch/Bank of America Research has released a thick “thematic investing” report (300+ pp.) reviewing the state of robotics and AI development, exploring their impact, and outlining potential investment strategies. In broad strokes, the report calls for the overall market for robots and artificial intelligence-based systems to triple in the next five years to some $150+B, with robotics accounting for roughly $80B and AI systems $70B. Like other recent reports, it sees considerable labor force disruption arising from these trends.

Read commentary on the Merrill/BoA report at The Guardian


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