Author: Colin Henderson

Progress in era of productivity
AI

JPMorgan – 30 AI linked stocks generated $5tn in wealth

Colin Henderson

JPMorgan Chase & Co. analysts revealed that 30 artificial intelligence-linked stocks generated approximately $5 trillion in wealth gains for US households over the past year, with these companies now representing about 44% of the S&P 500’s total market value.• The wealth surge is driven by technology giants including Nvidia , Microsoft , Apple , Amazon , Alphabet, and Meta Platforms, with nearly half operating in semiconductor and hardware sectors.• The $5 trillion wealth increase translates into an estimated $180 billion boost to annual consumer spending, equivalent to 0.9% of total consumption, according to economists Abiel Reinhart and Michael Feroli.• JPMorgan’s … Continue reading JPMorgan – 30 AI linked stocks generated $5tn in wealth

AI, Business Models, productivity

Comprehensive Report on the Evolution of LLM and Potential Predictions for Future

Colin Henderson

I have a new report, and first draft is available. Comprehensive Report on the Evolution of LLM and Potential Predictions for Future Executive Summary This report examines the evolution of Large Language Models (LLMs) from their origins in statistical language modeling through the transformative Transformer breakthrough to current state-of-the-art systems, with projections for development through 2030. The research synthesizes findings from academic literature, industry whitepapers, and regulatory frameworks to provide insights into technical innovations, regional approaches, organizational strategies, and future trajectories. Key findings indicate that LLMs have progressed from basic pre-training architectures to sophisticated systems incorporating reinforcement learning, synthetic data … Continue reading Comprehensive Report on the Evolution of LLM and Potential Predictions for Future

AI, productivity

The Progress of AI Outpaces Implementation Speed (BNY Mellon)

Colin Henderson

Referring to recent posts and the ponderously slow adoption of operational deployment of AI targetted at efficiency, effectiveness and productivity. This was highlighted in the recent MIT paper entitled The GenAI Divide and covered here on this blog. The central theme is how companies are going to great lengths to encourage employees to use AI as illustrated by Deloitte deploying Anthropic to 470K employees. These are admirable efforts to educate employees and I have no doubt there will be benefits in terms of new ideas to operationalise AI at the company level. Hoever the pace of change is not encouraging … Continue reading The Progress of AI Outpaces Implementation Speed (BNY Mellon)

AI

Perplexity weekly AI review Oct 13th

Colin Henderson

Perplexity.ai weekly review Over the past week (October 6–13, 2025), major developments across AI, gadgets, and startups defined the technology landscape. Key innovations came from Amazon’s fall hardware event, Samsung’s upcoming trifold phone, and several billion-dollar startup rounds emphasizing energy storage, reusable rockets, and AI-assisted software tools. Big Tech Developments Amazon unveiled a full suite of Alexa+-powered devices at its annual fall event, including the redesigned Echo Studio with spatial audio, new Echo Show smart displays, the Kindle Scribe Colorsoft (its first color e-reader), and upgraded Ring and Blink security systems featuring facial recognition and pet tracking.[1]Google received top AI … Continue reading Perplexity weekly AI review Oct 13th

AI, Growth, productivity

Bain – Many pilots, but not enough scaling with lack of clarity on objectives

Colin Henderson

Commentary from Greg @ Bain & Co. The theme is similar to what is becoming clear that business is deploying AI on employee desktops, but there is much less operational deployment targetted at productivity growth. ______________ Every other week we’ll provide updates on the latest value levers and trends operators are asking us about in Technology and Software. If there are things you want to hear more about – shoot us a note. Let’s start with the easy answer: Yes, AI is real and we have clients achieving 10-25% EBITDA improvement (top and bottom line). However, for every success story … Continue reading Bain – Many pilots, but not enough scaling with lack of clarity on objectives

AI

Dr Henry Shelvin

Colin Henderson

Fascinating chap deep into the philosophical limits and possibilities for AGI. Just watched him being interviewed on BBC. ————————- Henryshevlin.com I am a philosopher of cognitive science and AI ethicist, with specialisations in artificial intelligence and animal minds. Recurrent topics in my work include consciousness, creativity, intelligence, perception, short-term memory, and the psychological measurement of pain and suffering. I am the Education Director of the Leverhulme Centre for the Future of Intelligence, responsible for our two Masters levels courses, and Co-Director of the Kinds of Intelligence research programme. Publications Select public writing “What if Artificial Intelligence saves the planet?” The New European (cover article) “The … Continue reading Dr Henry Shelvin

AI, Growth, productivity

Productivity diffusion and invention during era shifts

Colin Henderson

Repost from my post to Medium Jun 2024. Introduction: I wanted to repost this from 2024 mainly to reflect what ha happened in the intervening year, where I was wrong and what we need to learn to move real gains in Productivity. _____________________________________________ How technology strategy, leadership and being the inventor does not associate with leadership. I have been considering the relevance of AI in context of more than just another invention, rather the catalyst for a step change in productivity. I believe AI, AGI and beyond will bring significant and consequential changes to countries, companies and people. But only if … Continue reading Productivity diffusion and invention during era shifts

AI, Business Models

Jony Ive details OpenAI’s hardware vision

Colin Henderson

Courtesy of The Rundown AI The Rundown: Ex-Apple design chief Jony Ive provided a broader glimpse into his hardware partnership with OpenAI during an exclusive session with Sam Altman at Dev Day, outlining plans for AI devices that heal humans’ fractured relationship with tech. The details: Why it matters: While Ive and Altman are staying tight-lipped for now, the callout of current tech’s psychological impact and a focus on emotional well-being could mark a major shift from the addictive patterns of current devices. However, with Altman’s reiterated need for patience, it doesn’t sound like the launch is around the corner. Continue reading Jony Ive details OpenAI’s hardware vision

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MIT report ‘The GenAI Divide”; Business is missing the ‘transformation’ point of AI

Colin Henderson

State of AI in Business 2025 This post looks at the state of play for corporate AI deployment and bottom line impacts based on a recent MIT report. I would categorise the result as AI represents a net cost to most business with no consequential ROI nor improvement in Net Income or future cost reduction. Tools like ChatGPT and Copilot are widely adopted. Over 80 percent of organizations have explored or piloted them, and nearly 40 percent report deployment. But these toolsprimarily enhance individual productivity, not P&L performance. Meanwhile, enterprise grade systems, custom or vendor-sold, are being quietly rejected. Sixty … Continue reading MIT report ‘The GenAI Divide”; Business is missing the ‘transformation’ point of AI