According to @KobeissiLetter, mentions of AI on S&P 500 earnings calls this quarter have surpassed 10,000 for the first time, doubling over the last 18 months. According to @KobeissiLetter, this new peak exceeds the prior record of about 9,000 set at the end of June. According to @KobeissiLetter, by comparison the three-month period ending March 2023 saw roughly 1,000 AI citations. According to @KobeissiLetter, over 60% of S&P 500 companies have referenced AI this earnings season, doubling since Q4 2022 and supporting their view that AI is dominating this earnings season.