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BlackRock's Tony Kim on AI's Next Winners?

Overview

Shownote

Highlights

Transcript

Chapters

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BlackRock's Tony Kim on AI's Next Winners?

Sourcery

15 HOURS AGO
Sourcery

Sourcery

15 HOURS AGO
OverviewShownoteHighlightsTranscriptChaptersPins

Shownote

Tony Kim is Managing Director and Head of the Global Technology Team within Fundamental Equities at BlackRock. Recorded at the RAISE Summit in Paris, where Tony spoke on 4 panels, next-gen accelerators with d-Matrix, quantum computing with PsiQuantum, opti...

Highlights

BlackRock technology investor Tony Kim explains why AI is moving the technology economy from software toward compute, memory, hardware, and power infrastructure—and where robotics, token flows, and frontier technologies may take it next.
00:41
AI changed the rules of the technology market
01:34
Four panels, one view of the AI infrastructure stack
04:23
The world is moving from software to compute
07:07
AI infrastructure is about moving data millimeters
07:49
Data centers are moving from copper to light
12:25
AI is becoming more memory-intensive
13:28
Fab construction cannot keep up with today’s shortage
19:52
Compute went from commodity to infrastructure
21:44
The AI cloud sells tokens
24:05
Compute has become the center of technology value
27:11
Investors need offense, not just moats
43:24
AI models will move from cognition into robotics
44:27
A robot needs two brains
44:44
The body is the hard part
45:18
China’s robotics IPO wave
46:54
Chinese bodies, Western brains
54:48
The future enterprise runs on context and agents
59:09
AI-native firms could replace traditional scale
1:01:47
The compute wall will keep pushing through
1:04:50
The people who believed in him

Chapters

Tony Kim, Head of BlackRock Fundamental Equities Global Technology
00:00
Secret Location, Croissants, and the RAISE Summit
01:12
Why Compute now rules everything
03:55
Why old data centers can’t survive AI
05:17
Why data centers are ditching Copper for Light
07:49
The shortage nobody saw coming: RAM
10:44
Only three companies control memory
15:22
Tony’s Playbook for Investing in the AI Era
16:03
The 20-year lie: “Compute is just a Commodity”
18:17
How Hardware quietly became bigger than Software
22:38
The Investing Rule: Will you still be cool in 5 years?
27:49
Chips were never a Commodity
38:26
Inside the architecture of a Robot’s mind
43:30
Why China Is winning the Robotics race
45:11
“Token Flow”: Tony’s Framework for the Future Enterprise
53:15
The mentors who shaped Tony Kim’s worldview
1:03:51

Transcript

Tony Kim: Tony Kim, Tony Kim, Tony Kim. Tony Kim from BlackRock, who runs the global technology team there. AI happens, It's like BCE on Odomine, And bam, 23 happens. Everything changes. So the base layer of compute went up 10,000x. $10,000 server is a mil...