Siddy Jobe on the AI race: “It’s just getting started”

Siddy Jobe, portfolio manager of the Econopolis Exponential Technologies Fund, in episode 36 of the Virtual podcast on the AI race, with the quote, "The winners in AI may not be the companies everyone knows."

Everyone is talking about OpenAI, Anthropic, and ChatGPT. But do these companies actually deserve their billion-dollar valuations? In the “Virtual” podcast, Siddy Jobe (Senior Portfolio Manager at Econopolis) takes a closer look at the financial side of artificial intelligence: the upcoming IPOs, the role of infrastructure players like Nvidia and Micron, and the question of whether we’re in another tech bubble. Listen to the full conversation below. No Spotify account is required.

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