Why AI heralds the next Industrial Revolution

tom miedema
Tom Miedema Investment Manager
michael bhaskar
Michael Bhaskar Author and strategist, Microsoft AI
For use by institutional investors only. Not for use with the general public.

Key takeaways:

  • Advances in computing power and AI agents are accelerating technological progress at an extraordinary pace

  • Artificial intelligence has the potential to transform productivity, industries and economic growth on a global scale

  • Harnessing AI’s benefits requires navigating challenges from cybersecurity to keeping AI under human control
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In this special episode of Talking Research, we share one of the standout conversations from Walter Scott's 2026 Research Conference in Edinburgh. Investment manager Tom Miedema sits down with Michael Bhaskar, author, researcher and Head of Microsoft AI Futures, to discuss one of the most transformative technologies of our age.

From trillion-fold increases in computing power to the prospect of "humanist superintelligence", the conversation explores where AI is today, where it may be heading and why some believe it could herald the next Industrial Revolution.

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.

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