Good morning. Everyone is talking about AI. Earlier this week, we hosted a dinner with 17 CFOs from some of the world’s largest companies, where they talked about how they’re using AI in their jobs. Some are using it to highlight how different words are likely to impact sentiment on earnings calls, based on historical data. Many use it to create scenarios around earnings projections against the vagaries of tariffs, policy shifts, technology investments and more. They’re creating hyper-personalized data sets and go-to-market strategies that not only use AI agents but tailor interactions to customers’ AI agents. I also learned about their strategies for embedding AI knowledge throughout their organizations, from top-down learning to metrics for getting promoted into the senior ranks. And while most are not yet cutting jobs in response to AI, they’re also not adding to their overall headcount.
Patterson also said she expects policies under the Trump Administration to “lean towards” structurally higher inflation. And she talked about the continued strength of the U.S. relative to other economies and the transformative impact of AI.
