Goldman Sachs Exchanges
BlackRock’s Tony Kim on the ‘dawn of a new intelligence era’
Nov 10, 2023
BlackRock’s Tony Kim discusses the tech ecosystem, public and private valuations, and the impact of AI and quantum computing. They explore the connectivity of sectors, the evolution of tech, the influence of AI on the industry, valuation of private markets, characteristics of successful tech teams, talent acquisition in finance, comparing market corrections, and the dawn of a new intelligence era.
39:20
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Quick takeaways
- Tony Kim's unique approach to investing in the technology sector involves building a comprehensive map of the entire technology landscape, serving as a guidepost for exploring and understanding different areas of the tech ecosystem.
- Kim highlights the significant impact of AI on the tech industry, explaining its interconnectivity between different layers and its fundamental role in the technology stack.
Deep dives
Tony Kim's Background in the Tech Sector
Tony Kim, head of tech sector fundamental equities at BlackRock, describes his background in engineering and finance, explaining how he gravitated towards the technology sector due to his technical background and the perceived future growth opportunities.
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