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Over the past few days, I’ve been closely monitoring the global Artificial Intelligence landscape, and the past 24 hours have brought some fascinating insights into how AI is shaping different sectors of society. Let’s dive into the key trends and their impacts.

The US$ 4 Trillion Club

One of the most shocking news comes from the financial market. According to analysis by Dan Ives of Wedbush Securities, Apple, Microsoft and Nvidia are expected to reach valuations of US$1.4 trillion by 2025, driven by AI. It is a historic moment that demonstrates the transformative potential of this technology.

In my experience working with startups and innovation, I’ve rarely seen a technology impact the world’s largest companies so profoundly in such a short space of time. What’s most interesting is seeing how each giant is finding its own path: Apple with its new AI software, Microsoft dominating the cloud with Azure, and Nvidia leading in GPUs.

Governments Embracing (and Fearing) AI

The public sector is at a pivotal moment in AI adoption. In Idaho, USA, a recent survey revealed that 65% of civil servants know about generative AI, but only 23% actually use it. Already Detroit is taking a bold step, requiring AI components in all its future bids.

This scenario reminds me a lot of my time at Start-Up Brasil, where I experienced the challenges of implementing innovation in the public sector. The issue is not just adopting technology, but doing so ethically and responsibly.

The AI Tsunami in Healthcare

One of the most impressive data comes from the pharmaceutical sector. According to recent projections, the AI market for drug discovery is expected to reach US$13.5 billion by 2030, up from US$2.6 billion in 2023. That’s a CAGR of 26.41% year-on-year!

The Future According to AIs

In an interesting exercise, five AI chatbots were consulted on their predictions for 2025. The consensus points to the growth of agentic AI and greater enterprise adoption, with an emphasis on automation of routine tasks and advanced multimodal capabilities.

Reflections and Implications

As someone who has closely followed the evolution of the innovation ecosystem, I see that we are in a unique moment. AI is no longer a future promise but a reality present in practically all sectors.

In my view, based on years of working with startups and corporate innovation, the key now is to ensure that this transformation is inclusive and accountable. We need a balance between accelerated innovation and adequate governance.

Conclusion

The panorama of the last 24 hours clearly shows that AI is no longer an isolated technology, but rather a fundamental element that is reshaping our society. As entrepreneurs, managers and citizens, we need to prepare ourselves for this new world that is taking shape before our eyes.

How about we start thinking about how we can be active agents of this transformation, ensuring that it benefits as many people as possible?