<description>&lt;p&gt;Companies' spend into artificial intelligence has been immense. But we're yet to see the tangible output of that investment. Should investors care? Portfolio managers &lt;strong&gt;Rosanna Burcheri &lt;/strong&gt;and (self-confessed AI sceptic) &lt;strong&gt;Dmitry Solomakhin&lt;/strong&gt;, plus technology analyst &lt;strong&gt;Jonny Tseng&lt;/strong&gt;, join &lt;strong&gt;Seb Morton-Clark &lt;/strong&gt;to discuss their thinking around AI.&lt;/p&gt; &lt;p&gt;Watch more from Jonny's research trip to Silicon Valley &lt;a href="https://www.fidelity.lu/articles/expert-opinions/field-notes-finding-ai-winners-in-silicon-valley-13425f-m"&gt;here&lt;/a&gt;.&amp;nbsp;&lt;/p&gt;&lt;p&gt;See &lt;a href="https://omnystudio.com/listener"&gt;omnystudio.com/listener&lt;/a&gt; for privacy information.&lt;/p&gt;</description>

Rich Pickings: Fidelity's Asset Allocation Podcast

Fidelity International

Fidelity Answers: Why is Silicon Valley so obsessed with AI and what can investors do about it?

AUG 1, 202536 MIN
Rich Pickings: Fidelity's Asset Allocation Podcast

Fidelity Answers: Why is Silicon Valley so obsessed with AI and what can investors do about it?

AUG 1, 202536 MIN

Description

Companies' spend into artificial intelligence has been immense. But we're yet to see the tangible output of that investment. Should investors care? Portfolio managers Rosanna Burcheri and (self-confessed AI sceptic) Dmitry Solomakhin, plus technology analyst Jonny Tseng, join Seb Morton-Clark to discuss their thinking around AI. Watch more from Jonny's research trip to Silicon Valley here. See omnystudio.com/listener for privacy information.