Tom Miedema explores California’s tech scene, talking AI, data centres, software and what these trends mean for future growth.
Listen to the podcast to learn more.
KEY TAKEAWAYS
- Higher margin, lower risk – why we like/there’s a lot to like about Microsoft and Amazon’s data centre model
- Winning the “daily knife fight” – why experience matters in the AI infrastructure build out
- AI is disrupting the software-as-a-service industry, but many incumbents are learning fast
- Monetisation of AI has been a slow burn, but an inflection point may be coming
- How “the march of the nines” explains why some AI progress might be further away than we think
Important Information
This podcast and transcript are provided for general information only and should not be construed as investment advice or a recommendation. This information does not represent and must not be construed as an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products. This podcast and document may not be used for the purpose of an offer or solicitation in any jurisdiction or in any circumstances in which such an offer or solicitation is unlawful or not authorised.
Stock Examples
The information provided in this podcast and transcript relating to stock examples should not be considered a recommendation to buy or sell any particular security. Any examples discussed are given in the context of the theme being explored.
