Tech execs didn’t just start talking about AI — but they are talking about it a lot more

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Do you feel like you've heard a lot more about AI in 2023? A MarketWatch analysis shows you probably have, although from roughly the same number of sources.

Do you feel like you’ve been hearing a lot more about artificial intelligence in 2023? A MarketWatch analysis shows you probably have, though mentions of the technology are coming from roughly the same number of sources.

The topic of AI has come up on roughly 280 of those calls in 2023, comparable to what was seen in the same period a year ago. But executives are getting more breathless in their discussions, with 1,770 mentions of AI or artificial intelligence so far this year, up from 1,006 last year. Those counts also include references from analysts who ask questions about AI.

The topic of AI came up 62 times on Alphabet’s early February earnings call, more than double the count from the corresponding call a year before, as the Google parent company looked to assure investors of its AI prowess after rival Microsoft Corp. MSFT invested in OpenAI and integrated its services.“AI is the most profound technology we are working on today,” Alphabet Chief Executive Sundar Pichai said early on in the call, according to a transcript provided by AlphaSense/Sentieo.

AI came up five times on Box Inc.’s BOX call in early March. Prior to that, neither executives nor analysts had mentioned AI on an earnings call since a single reference in May 2020.

 

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