George Lee

Jared Cohen, President of Global Affairs at Goldman Sachs, and George Lee, Co-head of the Goldman Sachs Global Institute, dive into today's turbulent geopolitical climate. They discuss the surprising implications of J.D. Vance's Munich speech on transatlantic relations and the unexpected toughness of U.S. tariffs. The duo also examines the rise of Gulf powers in AI, the significance of subsea cables, and the emerging position of geopolitical swing states like Japan and India, offering valuable insights for investors navigating these complexities.

In this discussion, George Lee, co-head of the Goldman Sachs Global Institute, shares his optimistic views on AI's potential alongside Jim Covello, head of global equity research. They debate the investment landscape of AI, questioning if generative AI is overvalued. The conversation includes insights from industry leaders like Victor Riparbelli and Amjad Masad on their startups' journeys and the search for a profit-generating ‘killer app’. They explore AI's transformative impacts, particularly in customer service, and the challenges of employee adaptation to new technologies.

Jared Cohen and George Lee from the Goldman Sachs Global Institute discuss the escalating AI rivalry between China and the United States. They explore how China's advancements in AI and its rare earths exports could shift the balance of power. The conversation dives into the unpredictability of the tech competition, U.S. export controls, and the impact on global supply chains. They also examine geopolitical dynamics, including the role of swing states like India and Vietnam, and emphasize the need for dialogue to set international AI norms.