Tony Kim

Tony Kim, Managing Director at BlackRock and veteran in tech investing, shares his insights on navigating the tech finance landscape. He discusses the evolution of profitability in tech and the transformative impact of the fifth industrial revolution on the workforce. Kim also delves into the complexities of tech valuations, particularly the 'Magnificent Seven', while emphasizing the importance of a human-centric approach in technology. Additionally, he highlights the significance of mentorship and continuous learning in building a successful career in this dynamic field.

Tony Kim, Head of global tech at BlackRock, shares insights on the OpenAI-AWS deal and the shifting alliances in the AI landscape, discussing their far-reaching implications for big tech valuations. Joseph Briggs, a senior economist at Goldman Sachs, examines the current state of corporate AI adoption, revealing that 37% of companies are already using AI in production. He highlights the tech industry's leadership in adoption and predicts gradual impacts on labor, estimating potential displacement of 5–7% over a decade.

BlackRock’s Tony Kim discusses the tech ecosystem, public and private valuations, and the impact of AI and quantum computing. They explore the connectivity of sectors, the evolution of tech, the influence of AI on the industry, valuation of private markets, characteristics of successful tech teams, talent acquisition in finance, comparing market corrections, and the dawn of a new intelligence era.

Tony Kim, Managing Director at Blackrock, discusses the secrets of durable businesses, unreliable TAM measure, competitive moats, 2nd/3rd acts for growth. They touch on durable revenue, data gravity, determining expansion opportunities, fundamentals in AI investments, the challenge of handling the backlog of unicorns, and analyzing CEO and CFO messages.

Tony Kim, head of BlackRock's Global Technology Team, dives into AI's impact on stock markets and investment trends. He discusses the transformative AI technology stack and its implications for infrastructure spending. The conversation touches on quantum computing, highlighting its potential as a revolutionary platform, and the crucial need for cybersecurity as AI technology evolves. Additionally, they explore the societal impact of AI and the exponential growth of humanoid robots, revealing promising investment opportunities across various sectors.