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Bloomberg Surveillance
Bloomberg Surveillance: Tech in Focus
Jan 23, 2024
UBS Asset Management Allocation Strategist, BNP Paribas Chief US Economist, Defiance ETFs CEO and CIO, and Deepwater Asset Management Managing Partner discuss topics including the stock market, tech growth vs cashflow companies, memorable hockey moments and crypto investments, productivity trends and economic sentiment, investing in Bitcoin and wealth management services, MEC's Magnificent Seven and private late stage AI companies, and the intersection of technology and entertainment.
36:39
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Quick takeaways
- AI technology is expected to contribute 20-30% to the overall growth of tech giants like Apple and Microsoft, indicating significant long-term potential.
- Regulation in the AI industry may focus on issues like water marking and prevention of malicious AI use, rather than hindering overall growth, allowing the tech industry to continue driving significant investment in AI.
Deep dives
Importance of AI in the Tech Industry
AI is expected to have a significant impact in the tech industry, particularly for companies like Apple and Microsoft. The Magnificent Seven tech giants, along with other AI-first companies, are investing heavily in AI technology, which is expected to contribute 20-30% to their overall growth. While there may be concerns about iPhone demand and app store policies, the long-term potential of AI in these companies is significant. Additionally, there is anticipation for upcoming IPOs in the AI space, which could further drive the growth of this sector.
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