Jun 18, 2026 · 15 min · 10 segments
Artificial intelligence (AI) models continue to get smarter and cheaper, spurring adoption and expanding the total addressable market. Pamela Hegarty and Derek Glynn, Co-portfolio Managers of BNPP…
Derek GlynnGuest
Pam HegartyGuestDaniel MorrisHostThere is just so much going on with AI, how you possibly keep up with all of it, assess all of it, given the wildly divergent opinions about what all this means.
Alternatively, is it going to take all our jobs? So your job then is to try to figure this out and more importantly, figure out how to invest in it.
Over the last year or so, since AI really leapt to the forefront of investors' minds, there's been a huge array of development seemingly almost by the day.
Could you give us the latest, most exciting developments that you see? Derek, maybe you can start off.
There is just so much going on with AI, how you possibly keep up with all of it, assess all of it, given the wildly divergent opinions about what all this means.
Alternatively, is it going to take all our jobs? So your job then is to try to figure this out and more importantly, figure out how to invest in it.
Over the last year or so, since AI really leapt to the forefront of investors' minds, there's been a huge array of development seemingly almost by the day.
Could you give us the latest, most exciting developments that you see? Derek, maybe you can start off.
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