CEO Talk : AI Surges, Lending Remains Uncertain, Sustainability Takes a Hit
By Greg Kahn
Emerging Tech Exchange
Founder & CEO
Published on September 12, 2023
Just checked out the latest "What CEOs talked about" report based on Q2/2023 earnings calls. Here are some of the trends that stuck out at me:
(Generative) AI Takes Center Stage: Generative AI discussions surged by +129%, with 6% of earnings calls referencing it. AI in general was discussed in 21% of calls. No surprise that even the most mainstream companies like eBay, Booking Holdings, and 1-800-flowers.com are integrating generative AI into their core strategies.
Banks in the Spotlight: CEOs discussed banks more (+36%) due to concerns over banking turmoil and lending regulations. Marion Harris, CEO of Ford Motor Company Credit Company, notes the pricing opportunity this has created. In short: economic volatility continues.
However, some topics saw declines: Sustainability and climate change (-17% and -16% respectively). What’s driving that? Politics? Or does it reflect the significant attention and growth this sector has seen the past few years?
The full report is here.
What else stood out to you? Feeling more optimistic or pessimistic as we look to Q4? Contact me to continue the conversation.
Greg Kahn
Emerging Tech Exchange
Founder & CEO
