Motley Fool Money
Beth Kindig on AI, Semiconductors, and Tech Cycles
Feb 12, 2023
Beth Kindig, lead technology analyst at the I/O Fund, dives into the evolving landscape of tech investing. She highlights key trends in cloud adoption and the semiconductor industry, pointing to a potential rebound later this year. Kindig also discusses the lessons from companies that rushed to go public and the challenges mid-sized startups face in today’s venture capital environment. With insights on AI investment opportunities, she emphasizes the critical distinction between consumer and enterprise applications for future growth.
21:38
