OpenAI Can Add 500 Bps of Value to Tech Adopters: Kantor

The transcript discusses the potential impact of AI, specifically ChatGPT, on stock valuations, particularly for companies like Microsoft and Google. It suggests that the current valuations do not fully reflect the benefits of AI. The discussion then shifts to comparing the efficiency gains from AI adoption to those from blockchain technology, suggesting that AI offers significantly higher efficiency improvements.

What is the speaker's opinion on whether the market has fully priced in the impact of ChatGPT?

What does the speaker imply about the current market sentiment towards AI technologies?

What does the speaker suggest about the valuation of Google in relation to AI?

How does the speaker compare the efficiency opportunities of AI to those of blockchain?

According to the speaker, what is the expected improvement in efficiency for companies adopting AI compared to blockchain?