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Joerg Storm’s newsletter AI is Eating the World (Edition #124b) takes a deep dive into how AI is rapidly reshaping research and development (R&D), positioning itself as the single biggest driver of innovation in the coming decade. Citing McKinsey, it emphasizes that industries responsible for nearly 80% of global corporate R&D spending — from pharmaceuticals and chemicals to electronics, aerospace, and computer gaming — are already witnessing transformative gains. For instance, IP-driven sectors like gaming could experience a 150% surge in output, while pharma and chemical companies may cut years off their time-to-market with 100%+ productivity improvements. Electronics and aerospace firms, traditionally reliant on complex design cycles, can now leverage AI to speed up prototyping, optimize across disciplines, and reduce costly inefficiencies.
The newsletter frames AI not merely as a supporting tool but as the new strategic backbone of innovation pipelines. Its role extends beyond automation to enhancing creativity, accelerating product design, and enabling real-time optimization in operations. Storm warns that this is a decisive moment for leaders: those who integrate AI into their R&D ecosystems will secure a long-term competitive edge, while laggards risk being left behind in a global race increasingly defined by technological adoption. The edition closes by pointing to another disruptive frontier — the rise of robotics in the workforce — underscoring how AI-driven automation is poised to redefine not only how we innovate but also how we work.
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