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No Ordinary Wednesday Ep 132: Investing in AI's next chapter

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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
28 Jul English South Africa Business · Investing

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