Publications like this recently published "AI Index Report" (Stanford, Google, OpenAI, Microsoft, McKinsey) shape industrial policy.

Key 'AI' investment areas identified by them: healthcare, data/cloud, finance, cybersecurity, retail, industrial automation. Chatbots not so much.

Of course there's also marketing and multimedia content, and I guess this crazy LLM hype will make money flow hard. Nevertheless, media debates on 'AI' seem to miss a lot.

Anyway, because such reports affect policy it's also interesting what is considered as an 'AI' investment.