GP Bullhound 2024年科技预测：推动技术发展的十大趋势.pdf

2 3 Contents 04 THE VIEW FROM 26 EXPERT VIEW GP BULLHOUND Richard Vincent, FundamentalVR 05 OUR 2024 TECHNOLOGY PREDICTIONS TAKEAWAYS 29 PREDICTION 6 Apples expanded subscription 06 RECAP OF 2023 service with ad-free search engine PREDICTIONS 31 PREDICTION 7 08 PREDICTION 1 Anti-money laundering and payment Large Language Models become protections come centre-stage smaller, disrupting the AI market 34 PREDICTION 8 11 PREDICTION 2 AI is reshaping media with Bits to billions: legacy data spurs personalised content and acquisitions acquisition boom 36 PREDICTION 9 14 PREDICTION 3 AI race escalates semiconductor Private sector to spearhead shortage space revitalisation 39 PREDICTION 10 17 EXPERT VIEW Acceleration of carbon accounting Dan Ceperley, as new regulations loom LeoLabs 43 A LOOK BACK AT 20 PREDICTION 4 GP BULLHOUNDS PAST The rise of authenticity as creators PREDICTIONS