Alastair Unwin

In this engaging discussion, Alastair Unwin, a fund manager from Polar Capital's Technology team, delves into his unique journey from a history graduate to a tech investor. He highlights AI's rapid advancements and scaling laws while addressing bottlenecks like data and power constraints. Alastair also shares insights on capital formation for AI infrastructure, the competitive dynamics among hyperscalers, and the implications of commoditization. He underscores the need for flexible investment strategies in this ever-changing landscape, urging investors to embrace ambiguity in their decisions.