Arjun Sethi, co-founder of Tribe Capital and Termina, discusses building Termina for data-driven investment analysis for institutional investors. He explores emerging trends in FinTech, healthcare, and logistics in Latin America and India. Sethi also analyzes the focused investment strategy and future private company landscape, emphasizing global economic growth and the importance of software innovations.

Arjun Sethi, Chairman and Co-Founder of Tribe Capital and Co-CEO of Termina.ai, joins Bloomberg correspondent Sonali Basak to dissect the dynamic AI landscape. They explore how AI is transforming business performance, particularly through partnerships between tech giants like Nvidia and OpenAI. Sethi delves into the role of foundational models in boosting productivity and discusses the investment trends in AI, including the disparities in funding between the US and China. The conversation also touches on the semiconductor market's vital role in advancing AI technology.