228: Best Of: Technology and AI Investing Trends - A Stock Picker's Take

Aug 1, 2025

Tony Kim, a portfolio manager at BlackRock and expert in technology investing, shares his insights on the booming AI market. He discusses the transformative role of AI in companies and the vast investment opportunities it creates. Delving into the future, Kim highlights the revolutionary potential of quantum computing and its applications across various industries. He emphasizes the need for long-term investment strategies while addressing common skepticism about AI's immediate returns, painting an optimistic picture of the tech landscape.

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ANECDOTE

Tony's History Passion Shines

Stevie Manns shared how Tony Kim's passion for technology and history shone during a dinner in Silicon Valley.
Tony animatedly discussed ancient Egyptian engineering, foreshadowing a great episode on AI investing.

INSIGHT

AI’s Rapid Rise in Silicon Valley

AI was barely mentioned during the first nine years of BlackRock's tech tour but dominated conversations in 2023 and 2024.
This reflects AI's rapid rise to the forefront of Silicon Valley's tech strategies.

INSIGHT

AI Investing Stack Explained

AI tech investing covers a stack from chips and infrastructure to models and applications.
Most investment and stock gains recently focus on the foundational AI infrastructure layer.

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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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