Jun 18, 2026 · 15 min · 11 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…
Pam HegartyGuestDaniel MorrisHostCould you give us the latest, most exciting developments that you see? Derek, maybe you can start off.
Sure.
The technology itself continues to rapidly improve.
Each new model generation demonstrates this persistent trend of improving model intelligence and declining cost per unit of intelligence.
So in essence, the models continue to get smarter and cheaper, which is unlocking new use cases and spurring adoption.
Thank you so much for having me.
A prominent emerging use case is vibe coding, where developers guide and coordinate systems through prompts rather than writing code line by line, and this is redefining how software is built.
At the same time, breakthroughs in robotics and embodied AI are allowing machines to sense, interpret, and act in the physical world.
We expect use cases to broaden as AI capabilities are embedded into hardware that have, quote-unquote, eyes and ears, enabling richer real-world interaction.
At the edge, intelligence is moving on to devices like smartphones and wearables.
On-device AI supports real-time processing.
personalized experiences without depending on any centralized cloud infrastructure.
So collectively, these developments all point toward a future of seamlessly integrated intelligence spanning both digital and physical worlds.
Could you give us the latest, most exciting developments that you see? Derek, maybe you can start off.
Sure.
The technology itself continues to rapidly improve.
Each new model generation demonstrates this persistent trend of improving model intelligence and declining cost per unit of intelligence.
So in essence, the models continue to get smarter and cheaper, which is unlocking new use cases and spurring adoption.
Thank you so much for having me.
A prominent emerging use case is vibe coding, where developers guide and coordinate systems through prompts rather than writing code line by line, and this is redefining how software is built.
At the same time, breakthroughs in robotics and embodied AI are allowing machines to sense, interpret, and act in the physical world.
We expect use cases to broaden as AI capabilities are embedded into hardware that have, quote-unquote, eyes and ears, enabling richer real-world interaction.
At the edge, intelligence is moving on to devices like smartphones and wearables.
On-device AI supports real-time processing.
personalized experiences without depending on any centralized cloud infrastructure.
So collectively, these developments all point toward a future of seamlessly integrated intelligence spanning both digital and physical worlds.
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