GenAI Talks Dashboard

Interactive dashboard tracking Generative AI discussion and sentiment in S&P 500 earnings calls.

The GenAI Talks dashboard provides quarterly Generative AI exposure and sentiment indicators extracted from 22,000+ S&P 500 earnings call transcripts (2014Q1–present).

  • Exposure: Share (%) of transcript paragraphs classified as Generative AI.
  • Sentiment: Distribution across Risk, Adoption, Opportunity.
  • Filtering: Sector, industry, firm; top-10 highlighting.

Method: Zero‑shot topic detection (BART-large-MNLI) plus LLM sentiment classification of detected GenAI segments; exposure values length‑normalised.
GenAI Talks interactive dashboard (click to open).

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