AI: Monetizing Potential
The build-out of AI infrastructure has been a secular investment theme for the past few years, but applications are now being developed that bring AI benefits directly to companies and industries around the world. While a “killer app” has not yet appeared, we believe AI agents will run a growing number of activities in daily life—from managing bank accounts, to preparing breakfast, to planning a bike trip. In addition, companies are starting to monetize AI technology and reap the benefits, especially in healthcare. We believe this is just the beginning.
Jennison Associates
Jennison's investing approach is rooted in our fundamental research and security selection; all of our portfolios are built from the bottom-up, security by security.
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