Talking Markets Podcast (AI Tech Tour takeaways) with Tony Kim of BlackRock
5/28/202631 min
Tony Kim, Head of the Global Technology Team within the Fundamental Equities division of BlackRock’s Portfolio Management Group, drops by the Talking Markets Podcast to reflect on a recent two-week Asia Tech Tour, where he met with over 40 companies across the AI stack. Tony shares what stood out most from those conversations, and shares how he is framing the opportunity and timing for another emerging tech theme, quantum computing. Host: Daniel Cassidy
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First 90 secondsDan Cassidy· Host0:00
[on-hold music] Hi, everyone. Dan Cassidy here, back with the next installment of our Talking Markets podcast series here on the UBS Market Moves podcast channel. Uh, today's conversation will focus on the quickly evolving landscape of artificial intelligence and how this technology is continuing to have an impact. Uh, joining us for today's conversation, glad to welcome from our partners at BlackRock, uh, Tony Kim. Tony is a managing director and serves as head of the global technology team within the Fundamental Equities division of BlackRock's Portfolio Management Group. Tony joined BlackRock in twenty-thirteen and has thirty years of experience in technology investments. Uh, with that, Tony, thank you for dropping by UBS Market Moves. Uh, nice to have you with us, and appreciate you taking some time today to be with our listeners and our clients.
Tony Kim· Guest1:00
It's an honor to be here. Thank you.
Dan Cassidy· Host1:02
So, uh, Tony, to begin, can you walk our listeners, our clients through the AI stack and maybe speak a bit to where you're finding the most compelling opportunities at the moment?
Tony Kim· Guest1:13
I often speak, uh, the best way to interrogate, uh, AI is to think of it, um, a-as a stack, um, a, a, a three, three big layers, uh, cake.