230: AI At The Frontier: A Stock Picker's Take on AI Investing

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The Bid

BlackRock

242 episodes

3 days ago

The Bid breaks down what’s happening in the world of investing and explores the forces changing the economy and finance. From stock market outlooks to geopolitics and technology, BlackRock speaks to thought leaders and industry experts from around the globe about the biggest trends moving markets.

All content for The Bid is the property of BlackRock and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Investing

Business,

Management

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230: AI At The Frontier: A Stock Picker's Take on AI Investing

The Bid

23 minutes 41 seconds

2 months ago

230: AI At The Frontier: A Stock Picker's Take on AI Investing

The world of artificial intelligence continues to profoundly impact the stock markets and create investment opportunities. Despite a brief setback earlier this year, AI continues to push the boundaries of human ingenuity and drive market dynamics. Oscar Pulido welcomes Tony Kim, head of the BlackRock Fundamental Equities Global Technology Team, and Michael Gates, lead portfolio manager of BlackRock's target allocation models. Fresh from their interactions with technology leaders in San Francisco and Silicon Valley, Tony and Michael share their insights on the rapid advancements in AI, the efficiencies it brings to the economy, and the promising investment opportunities it unveils across various sectors. Key moments from this episode: 00:00 Introducing AI’s Unprecedented Investment Surge 03:03 The Three Layers of AI Investment Opportunity 08:21 AI’s Impact on Labor and Services 10:34 Exponential Growth and Humanoid Robots 14:41 Quantum Computing and Cybersecurity 18:48 Considering The Societal Impact and Future Outlook 🔗 Learn More About BlackRock: https://1blk.co/41uwhDS 🔗 Watch and Subscribe to The Bid on YouTube: https://1blk.co/48iHOs4 🔗 Follow Us on LinkedIn: https://1blk.co/3v09q6Q 🔗 Follow Us on Twitter (or X): https://1blk.co/3NuiIOW Sources: “AI Scaling Laws and Market Structure”, Anton Korinek, Professor of Economics, University of Virginia; Bloomberg data as of June 31st 2025; “The Complex Truth About AI Computing and Value”, Wall Street Journal, March 2nd 2025; Analysis based on BlackRock Global Technology evaluations and calculations; BlackRock and World Bank Group Data, World Bank estimates GDP around $111 trillion, Capital expenditure on AI infrastructure is estimated at around $400 bn. AI, AI Investing, Tech Investing, Technology Investing, Silicon Valley, Tech This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. In the UK and Non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosures See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.