Richard Waters

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.

In this insightful discussion, Richard Waters, a tech writer at large for the Financial Times, and Michael Strain, Director of Economic Policy Studies at the American Enterprise Institute, dive into the U.S. government's controversial 10% stake in Intel. They explore shifts in Republican views on corporate involvement, the historical context of government intervention, and the potential impacts on free market dynamics. The conversation also touches on the relationships between tech firms and federal contracts, revealing the strategic challenges of navigating this new landscape.