Fund manager Katie Potts discusses valuing technology stocks, the impact of AI in the US tech sector, challenges faced by UK tech companies, changing market conditions, and investment opportunities in the tech sector.

Katie Potts, Founder of Herald Investment Management, discusses her evolution as an investor, the differences between the UK and US markets, and the benefits of being a patient and long-term provider of primary capital. They also explore the advantages of meeting lots of companies and running winners in a diversified portfolio.