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Johnny Tseng

Johnny Tseng

Research Analyst at Fidelity International, covering US hardware and semiconductor companies, based in London

Jul 17, 2026

10:29
What does the data or the anecdotal evidence tell you is happening across the tech industries and the companies that you cover?
10:34
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.
10:43
AI is simply just what computers have become.
10:47
Computers evolve over time.
10:48
They went from abacuses to mainframes to desktops to smartphones and different kinds of computers evolve.
10:54
And AI is just the latest part of that.
10:57
And so in some ways, it's kind of a normal technology.

14 MINS LATER

25:01
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?
10:29
What does the data or the anecdotal evidence tell you is happening across the tech industries and the companies that you cover?
10:34
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.
10:43
AI is simply just what computers have become.
10:47
Computers evolve over time.
10:48
They went from abacuses to mainframes to desktops to smartphones and different kinds of computers evolve.
10:54
And AI is just the latest part of that.
10:57
And so in some ways, it's kind of a normal technology.

14 MINS LATER

25:01
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?

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