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Fidelity Answers: Why is Silicon Valley so obsessed with AI and what can investors do about it? episode artwork

EPISODE · Jul 24, 2025 · 36 MIN

Fidelity Answers: Why is Silicon Valley so obsessed with AI and what can investors do about it?

from Fidelity Answers: The Investment Podcast · host Fidelity International

Companies' spend into artificial intelligence has been immense. But we're yet to see the tangible output of that investment. Should investors care? Portfolio managers Rosanna Burcheri and (self-confessed AI sceptic) Dmitry Solomakhin, plus technology analyst Jonny Tseng, join Seb Morton-Clark to discuss their thinking around AI. Watch more from Jonny's research trip to Silicon Valley here. See omnystudio.com/listener for privacy information.

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Fidelity Answers: Why is Silicon Valley so obsessed with AI and what can investors do about it?

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Frequently Asked Questions

How long is this episode of Fidelity Answers: The Investment Podcast?

This episode is 36 minutes long.

When was this Fidelity Answers: The Investment Podcast episode published?

This episode was published on July 24, 2025.

What is this episode about?

Companies' spend into artificial intelligence has been immense. But we're yet to see the tangible output of that investment. Should investors care? Portfolio managers Rosanna Burcheri and (self-confessed AI sceptic) Dmitry Solomakhin, plus...

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