AI’s Next Leap: Smarter, Cheaper, and More Autonomous

Are companies moving beyond AI copilots to fully autonomous agents? Have we reached the limits of what scaling can do for AI? Does DeepSeek challenge long-held assumptions about AI development? In our second AlphaSense and Morgan Stanley Quarterly AI Update, we explore the latest breakthroughs shaping AI’s future, from AI agents poised to transform the workforce to the growing debate over scaling limits and the push for efficiency. We examine the role of cost-effective models like DeepSeek and discuss how reasoning techniques like Chain of Thought are making models more capable. Plus, we unpack OpenAI’s Stargate initiative, a bold investment in AI infrastructure, and what it could mean for the future of large-scale AI deployment. As AI’s evolution accelerates, where is the industry headed next? Will smaller, specialized models reshape the landscape? What key trends should investors be watching as AI moves into its next phase? Watch Keith Weiss, Managing Director at Morgan Stanley, and Sarah Hoffman, Director of Research, AI at AlphaSense, as they break down the biggest shifts in AI and explore what’s coming next.