Julian Gardner

Julian Gardner, an equity investment analyst at Capital who focuses on software, services, and tech hardware, shares insights on the AI investment landscape. He discusses the critical role of fundamental research amidst the AI hype and contrasts the current cycle with past technology trends. The conversation dives into the AI value chain, highlighting investment layers from semiconductors to applications. Gardner also explores competitive dynamics, the US-China AI arms race, and key players driving innovation in the market.