Morgan Stanley - Artificial Intelligence: Disruptive or Sustaining Innovation?

We will examine artificial intelligence through the lens of disruptive innovation. What does it mean to be a disruptive innovation?  What does it mean to be a sustaining innovation?  Understanding in which situations AI is disruptive and in which it is sustaining helps identify the best potential investment opportunities and also the risks. We will discuss some of the areas which we are most excited about.