Dataset to accompany the report: https://adu.autonomy.work/posts/2025_05_21_ai_risk/
The rise of AI as a threat to the S&P 500 [pdf]
autonomy.work
The rise of AI as a threat to the S&P 500 [pdf]
1–10 of 93 posts
Re: The rise of AI as a threat to the S&P 500 [pdf]
#2I would like to make a correction. "1 in X companies" should be replaced with "1 in X marketing departments". The fact that the companies talk about AI does not mean they will do anything about it. It's trendy
Re: The rise of AI as a threat to the S&P 500 [pdf]
#3>> Risks to jobs rarely feature among reported risks, despite
being a prominent public concern.
If there is a risk to jobs, it wouldn't show up here since actually less jobs is "good" for business...
Re: The rise of AI as a threat to the S&P 500 [pdf]
#4>> Risks to jobs rarely feature among reported risks, despite being a prominent public concern. If there is a risk to jobs, it wouldn't show up here since actually less jobs is "good" for business...
Yeah, public concerns are often diametrically opposed to corporate concerns.
Re: The rise of AI as a threat to the S&P 500 [pdf]
#5I would like to make a correction. "1 in X companies" should be replaced with "1 in X marketing departments". The fact that the companies talk about AI does not mean they will do anything about it. It's trendy
Marketing and hype have, as they would say `synergised` in recent decades under new media. Which sadly distracts from the analysis of companies, which is why valuation of companies is more based on PR over assets. I would go as far as calling it hypedinflation, as all that money that ends up in the market, comes from consumers in the end.
So saying AI is the biggest threat to the S&P is glossing over the root causes. Analysts, getting sucked into the marketing hype, are self-fulfilling in that some people go on their recommendations. After all, in the past if a bank was questioned about how stable it is, could easily see a domino of withdrawals that snowballs into actualy becomming unstable, even if it wasn't before.
Re: The rise of AI as a threat to the S&P 500 [pdf]
#6>> Risks to jobs rarely feature among reported risks, despite being a prominent public concern. If there is a risk to jobs, it wouldn't show up here since actually less jobs is "good" for business...
> less jobs is "good" for business
Up to a point. Then you no longer have customers.
Re: The rise of AI as a threat to the S&P 500 [pdf]
#7I would like to make a correction. "1 in X companies" should be replaced with "1 in X marketing departments". The fact that the companies talk about AI does not mean they will do anything about it. It's trendy
I don't think those words come from ads, rather than investor reports and calls.
Re: The rise of AI as a threat to the S&P 500 [pdf]
#8I would like to make a correction. "1 in X companies" should be replaced with "1 in X marketing departments". The fact that the companies talk about AI does not mean they will do anything about it. It's trendy
From the linked PDF:
> This report uses a range of cutting-edge LLM-assisted data techniques to extract key risk information from S&P 500 company filings. Following the recent boom in generative AI, we examine reported risks from these leading firms related to artificial intelligence. We clarify the extent to which firms are reporting new AI related risks, what kind of risks are being reported and what these indicate about the broader dynamics of AI in big business.
This is unrelated to marketing departments.
Re: The rise of AI as a threat to the S&P 500 [pdf]
#9>> Risks to jobs rarely feature among reported risks, despite being a prominent public concern. If there is a risk to jobs, it wouldn't show up here since actually less jobs is "good" for business...
> less jobs is "good" for business Up to a point. Then you no longer have customers.
I think about this all the time
Re: The rise of AI as a threat to the S&P 500 [pdf]
#10If the contents of the PDF were any more vague, it could be replaced by whitespace.