Podcasts · Investec Focus Radio SA
No Ordinary Wednesday Ep 132: Investing in AI's next chapter
· 17 min
Episode No Ordinary Wednesday Ep 132: Investing in AI's next chapter
Artificial intelligence is moving faster than almost anyone expected. After attending two of the world's biggest technology conferences in Boston and San Francisco, Investec global equity analysts David Smith and Zane Bezuidenhout unpack what they learned from the executives shaping AI's future. From surging demand and infrastructure bottlenecks to agentic AI and the companies best placed to benefit, they explore what investors should be watching next. 00:00: Intro 1:01: Demand for AI even stronger than expected 2:07: Scale of demand has outstripped supply 3:30: What is Agentic AI? 4:44: When will agentic AI be truly embedded in our lives? 5:27: The rise of “intelligence per dollar” and “token optimization” 7:07: Are companies starting to see returns on their AI investments? 8:26: For investors, what distinguishes the winners in the AI race? 10:00: Continuity announcement: Investec Global Leaders Portfolio 10:54: Is China closing in on the US when it comes to AI prowess? 11:36: The increase of regulation 12:28: AI opportunities beyond the Mag 7 13:49: What could derail the AI investment story 15:16: One message for investors 15:57: Outro Investec Focus Radio SA
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