Owen Hyde

Richard Waters, a Technology writer-at-large for the Financial Times, and Owen Hyde, Managing Director at Jennison, dive into the AI boom's impacts. They discuss the intense competition for AI talent, the challenges of product integration versus model advancements, and the potential of AI to transform sectors like healthcare. Both guests analyze investment opportunities in areas like semiconductors and cloud infrastructure. They emphasize that while AI might reshape jobs and productivity, many companies will emerge as winners in this evolving landscape.