About this episode

The episode discusses investment strategies in AI with various financial experts and analysts.

How should investors play the AI runway? We discuss with Requisite Capital’s Bryn Talkington, Bank of America’s Chris Hyzy and JPMorgan’s Stephanie Aliaga. Plus, Anthropic revealed some eye-popping new growth numbers. We discuss and debate with venture capitalist and Anthropic investor Lo Toney. And, star analyst Mike Mayo joins us fresh off Citigroup’s investor day.

People in this episode

Guests: Bryn Talkington, Chris Hyzy, Stephanie Aliaga, Lo Toney, Mike Mayo

Topics covered

• AI investment
• venture capital
• financial analysis
• technology growth
• market trends

Keywords

• AI runway
• investors
• growth numbers
• venture capitalist
• financial analysis

Mentioned in this episode

Organizations: Requisite Capital, Bank of America, JPMorgan, Anthropic, Citigroup

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