Warum Fondsmanager Jan Beckers keine Gründe für eine KI-B...

Q: How long is this episode of Beckers Bets?

This episode is 33 minutes long.

Q: When was this Beckers Bets episode published?

This episode was published on November 6, 2025.

Q: Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

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What this episode covers

Fondsmanager Jan Beckers hält die Angst vor einer KI-Blase überzogen. Er erklärt, warum hohe Investitionen in Chips und Cloud-Kapazitäten kein Übermut sind, sondern Wetten auf den nächsten Technologiesprung. In der Folge spricht er über die Chancen großer Tech-Konzerne, die Gewinner der zweiten und dritten Börsenreihe wie Snowflake oder Datadog und warum Sell-offs eher Einstiegsgelegenheiten als Warnsignale sind. Habt ihr Feedback, Kritik oder Anmerkungen? Habt ihr Fragen, die wir in einer der nächsten Folgen besprechen sollen? Schreibt uns an [email protected].

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