Please join us in congratulating @MelissaDemma2 on her promotion to Principal 🎉🥂!

Amid volatility, how a company applies AI may just make all the difference -- particularly outside the walls of #GTC25. Here's a look at two legacy industries -- credit agencies and online travel -- and who our AI Index identifies as the category leaders.

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$INTA is embracing gen-AI in a few ways. Intapp Assist for DealCloud incorporates generative AI to help professionals analyze data quickly, while Intapp Walls for Copilot helps centralize confidentiality control and secure sensitive information.

While $IQV has mixed performance, many AI investors are taking a fresh look in the wake of news of its collaboration w/NVIDIA AI Foundry to build custom foundation models and agentic AI workflows to accelerate research and clinical development.

$ALTR is also arguably an AI play. Its HPCWorks platform features things like AI-driven job scheduling, and the company’s acquisition of Cambridge Semantics brings new tech to RapidMiner to reinforce generative AI solutions.

At $ETSY, AI is everywhere – from AI-powered search to personalized recommendations to the generative AI-based Gift Mode, which tailors gift suggestions. The company has also long used traditional ML.

In ecommerce, $EBAY leverages AI all over the place – from search to personalization and UX – and recently debuted things like Magic Listing and a collaboration with @OpenAI’s Operator agent.

As the infra layer – chips, cloud, data centers – and middle layer of foundation models get exploited by investors, there are still many opportunities of companies/industries applying SOTA AI closer to the consumer. Here are a few (powered by the Swift AI Index).

Until recently, much AI investment in public markets has been concentrated in mega-cap stocks surrounding NVIDIA/chipmakers, hyperscalers and the Mag7. But AI apps are starting to outpace chipmakers in performance.

In an era of of open models and (eventually) declining inference costs, we’re entering a new era of AI application. For AI-minded investors in public markets, this is likely something of a reset. 🧵.

RT @bjwilson34: Marketing world, I'm baaack. .

🔥🔥.

DeepSeek is everywhere today, and with good reason. Here is a quick primer on why -- and what to expect:

It's hard to tell which large enterprises live up to the mantle "AI company." Based on research for our AI Index, we created an AI market map — a look at public companies genuinely moving the needle in generative AI by category. WDYT?

You won't want to miss @bjwilson34's convo with @perplexity_ai's @tazpatel on 📅 3/17 in NY at #MarketectureLive -- early bird registration ends tmrw:

RT @bjwilson34: Starting Swift Ventures was a late-career pivot for me. Fun to have our firm featured by Pulse 2.0.

RT @bjwilson34: The top five best-performing AI stocks of 2024 with perfect scores for AI hiring and employment per our analysis might surp….

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