EPISODE · Jul 17, 2026 · 38 MIN
Fidelity Answers: What is Silicon Valley saying about cost (and jobs)?
from The Investor's Guide to Asia · host Fidelity International
Will AI lead to mass layoffs? Are the costs already getting too much for companies? And are the billions of investment already starting to come good? Fresh from a visit to Silicon Valley, US equities portfolio manager Sam Thomas and tech analyst Jonathan Tseng answer these questions and more, with the help of new Fidelity analyst survey data and a macro study that predicts gains in growth. With additional contributions from multi asset analyst Kitty Yang and economist Edoardo Cilla. See omnystudio.com/listener for privacy information.
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Fidelity Answers: What is Silicon Valley saying about cost (and jobs)?
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