
Johnny Tseng
Research Analyst at Fidelity International, covering US hardware and semiconductor companies, based in London
2
APPEARANCES
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012
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Jul 17, 2026
Fidelity Answers: What is Silicon Valley saying about cost (and jobs)?
10:29
10:34
10:48
25:01

Seb Morton-ClarkHOST
What does the data or the anecdotal evidence tell you is happening across the tech industries and the companies that you cover?

Johnny TsengGUEST
And I think in some ways it's unhelpful to say whether it's AI personified as kind of robots or artificial robots or intelligence.

Johnny TsengGUEST
They went from abacuses to mainframes to desktops to smartphones and different kinds of computers evolve.
14 MINS LATER

Seb Morton-ClarkHOST
johnny i remember you talking about a bit about this last year um you know the the acceleration that can be seen at the the development of these models um the technology is undeniably you know going through the roof but To what extent is that actually being picked up by the general populace? Is there a concern there that the gap between where the technology is going and the diffusion of that technology in society, that gap is increasing? Is that of concern to you or where do you see that going?
Fidelity Answers: What is Silicon Valley saying about cost (and jobs)?
10:29
10:34
10:48
25:01

Seb Morton-ClarkHOST
What does the data or the anecdotal evidence tell you is happening across the tech industries and the companies that you cover?

Johnny TsengGUEST
And I think in some ways it's unhelpful to say whether it's AI personified as kind of robots or artificial robots or intelligence.

Johnny TsengGUEST
They went from abacuses to mainframes to desktops to smartphones and different kinds of computers evolve.
14 MINS LATER

Seb Morton-ClarkHOST
johnny i remember you talking about a bit about this last year um you know the the acceleration that can be seen at the the development of these models um the technology is undeniably you know going through the roof but To what extent is that actually being picked up by the general populace? Is there a concern there that the gap between where the technology is going and the diffusion of that technology in society, that gap is increasing? Is that of concern to you or where do you see that going?