Franklin Templeton SELL

The limit does not exist s curves parts 1 2

Sep 15, 202618 pages

From the report报告摘录AI Adoption & Investment Surge: Goldman Sachs Q2 2026 data shows 68% of S&P 500 companies referenced AI in earnings calls, with AI capex exceeding $1T annually—signaling dominant market penetration and accelerating…

Inside the report报告内文 Verbatim from the original PDF — first pages原版 PDF 开篇原文 · 逐字摘录

The Limit Does Not Exist Rethinking the S-Curve in the Age of Compounding Innovation Parts I & II September 2026

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Most innovations haven’t improved further than the third square of the chessboard, much less the second half. When improvement extends into the second half of the chessboard, that is when we enter the territory of industrial revolutions.

Matthew J. Moberg, CPA Emily Elott Portfolio Manager Research Analyst Franklin Equity Franklin Equity

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