Ben Rogoff, Co-head of Polar Capital's Global Technology team, talks about his early career, navigating the tech bubble, investment themes, importance of not missing out on big winners, benefits of diversification, false sell signals, and similarities and differences with the tech bubble.

Investors are bullish on AI's future impact. Ben Rogoff explains his AI-focused investment strategy. Tech leaders' behavior hints at rapid change. Podcast explores AI's influence on various sectors and its potential for general intelligence. Delve into the risks and benefits of investing in AI. Explore Polar Capital's success in outperforming peers and international diversification. Unusual actions in the AI industry suggest a shift towards general intelligence. Listen for insights on investing in AI and the future impact of robots.