Continuing the summer series, The Bid brings back some of the best episodes from the last year. Stevie's pick is a deep dive into the technology and AI investing trends coming out of Silicon Valley featuring Tony Kim, BlackRock portfolio manager and technology investing expert.
AI is experiencing a transformative moment, powering the phenomenal run in public markets, but the investment opportunities certainly transcend that small group of names. So where are the most compelling opportunities and how can AI investment not only build wealth, but contribute to a more efficient future?
Tony Kim, portfolio manager from BlackRock's Fundamental Equities team, joins Oscar to explore the evolving conversation around technology and AI investing among industry leaders, rebut AI skepticism and examine the investment potential of quantum computing.
Sources: Google Investor call, July 2024 per Sundar Pichai.
Original episode aired September 13th 2024
Key moments in this episode:
00:00 Introduction to The Bid's summer series Part Two and Stevie's Favourite Episode: Tech and AI Investing Trends
02:15 Tony Kim on the Evolution of AI in Tech
03:50 AI's Impact on Various Industries
05:16 Investment Opportunities in AI
08:07 The Future of AI and Quantum Computing
21:20 Historical Perspectives and Future Insights
22:44 Conclusion and Upcoming Episodes
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AI, Tech investing, Investing in tech, tech opportunities, silicon valley
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