AI At The Frontier – A Stock Picker’s Take on Tech and AI investing | The Bid podcast

Описание: The world of artificial intelligence continues to profoundly impact the stock markets and create investment opportunities. Despite a brief setback earlier this year, AI continues to push the boundaries of human ingenuity and drive market dynamics.

Oscar Pulido welcomes Tony Kim, head of the BlackRock Fundamental Equities Global Technology Team, and Michael Gates, lead portfolio manager of BlackRock's target allocation models. Fresh from their interactions with technology leaders in San Francisco and Silicon Valley, Tony and Michael share their insights on the rapid advancements in AI, the efficiencies it brings to the economy, and the promising investment opportunities it unveils across various sectors.

Key moments in this episode:
00:00 Introduction to AI and Investment Opportunities
00:28 Meet the Experts: Tony Kim and Michael Gates
01:36 The Evolution of AI: From Chatbots to Super Intelligence
03:51 Investment Layers in AI: Infrastructure to Applications
06:20 AI's Rapid Growth and Future Prospects
09:33 Humanoids and Exponential Change in AI
15:39 Quantum Computing: The Next Frontier
19:53 Cybersecurity in the Age of AI
21:41 Future Conversations: AI's Societal Impact
22:52 Conclusion and Future Episodes

Check out this playlist featuring AI investing content:
https://open.spotify.com/playlist/1rt...

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#ai #AIInvesting, #techinvesting #technologyinvesting #siliconvalley

Sources: “AI Scaling Laws and Market Structure”, Anton Korinek, Professor of Economics, University of Virginia; Bloomberg data as of June 31st 2025; “The Complex Truth About AI Computing and Value”, Wall Street Journal, March 2nd 2025; Analysis based on BlackRock Global Technology evaluations and calculations; BlackRock and World Bank Group Data, World Bank estimates GDP around $111 trillion, Capital expenditure on AI infrastructure is estimated at around $400 bn.

This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosures