<p><a rel="noopener noreferrer nofollow" href="https://www.stepstonegroup.com/members/suzanne-tavill/" target="_blank">Suzanne Tavill</a>, Global Head of Responsible Investment, joins <a rel="noopener noreferrer nofollow" href="https://www.stepstonegroup.com/members/michael-venne/" target="_blank">Michael Venne</a> to unpack the game-changing themes explored in our two recent whitepapers: how AI-driven energy demand is sparking investment opportunities across the power ecosystem, and how falling exploration costs are reframing the deep sea and space as an extension of Earth’s industrial base.</p><p></p><ul><li>How energy sources are powering AI (1:57)</li><li>The role of private capital (6:19)</li><li>Practical bottlenecks around AI growth (8:52)</li><li>Remapping of geostrategic value (13:09)</li><li>Resources and opportunities in space and the deep sea (15:11)</li><li>What’s next (21:55)</li></ul>