EPISODE · Mar 26, 2026 · 51 MIN

The Intelligence Economy

from PenderFund

Artificial intelligence, productivity, and the next capital cycle In this episode, Laura Baker, Associate Client Portfolio Manager, spoke with Toufic Boubez, Venture Partner at Pender Ventures, where they explored how artificial intelligence is reshaping business models, productivity, and capital cycles, while challenging traditional notions of work, learning, and competitive advantage. The podcast examines where real value is being created, what risks could derail the AI boom, and how humans will continue to play a critical role alongside increasingly capable machines.