On this week’s podcast: Mega-cap technology giants have embarked on an ‘arms race’, spending billions of dollars, as they compete for a slice of the rapidly expanding market for artificial intelligence-related products and services.
Derek Glynn, Associate Portfolio Manager for our disruptive technology strategy, and Chief Market Strategist Daniel Morris survey the AI landscape and tackle the questions that matter for investors.
For more Talking heads episodes, subscribe to our YouTube channel: https://www.youtube.com/@BNPPAM
00:00:00 – 00:01:16 market update
00:01:17 – 00:03:45 generative AI
00:03:46 – 00:06:33 cloud service providers
00:06:34 – 00:09:02 winners and losers
00:09:03 – 00:10:30 looking ahead
00:10:31 – 00:12:18 summary
00:12:19 – 00:12:59 important information
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