This is a repost of a guest article I wrote for Michael Spencer’s publication AI Supremacy in September. Enjoy! Introduction The share of funding for AI startups in the US has doubled in 2023 (Crunchbase). Among S&P companies, 177 (35%) cited the term “AI” in their Q2 2023 earnings calls - a new record from the previous quarter where the same number was 117 (24%). Interestingly enough, companies that cited AI in their earnings calls have seen a better average stock price performance (