03.12.2024
The rise of AI agents
After a post-pandemic slump, the software sector is rebounding, with the rise of AI agents poised to drive adoption of generative AI and accelerate revenue growth.
Dimitri Kallianiotis
Technology Investment Specialist
Geneva, Svizzera
English, French, Greek
Dimitri Kallianiotis joined the Advisory Services team at UBP in Geneva in early 2021 as a Technology Investment Specialist and managing a related investment certificate.
Before joining UBP, he worked in London for 14 years on the sell side at Citi and Redburn, where he specialized in telecommunications, and more recently at Atlantic Equities where he covered the US software sector.
Dimitri graduated from the EDHEC business school in France and holds a Postgraduate Diploma in Finance and Accounting from the London School of Economics.
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Generative AI: just getting started
Despite still being in its infancy, generative AI has already proved to be a boon for big tech names, but can it be used more widely, and if so, how and by whom?
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Apple, Amazon, Facebook and Alphabet/Google (‘Big Tech’) make up nearly 20% of the entire US market capitalisation by now. As a result, clouds may gather on the horizon for Big Tech in the shape of anti-trust prosecutions, increased regulation, and the prospect of adverse tax policies.