Ep 73 | Mandeep Singh | Is the SaaS-Pocalypse Over, and Where Are We in the AI Capex Cycle? | ROI
Mandeep Singh, global head of Technology Research at Bloomberg Intelligence, joins the podcast to provide an update on the growing impact of artificial intelligence and other cutting-edge innovations. --- 0:00 Big Questions On AGI 2:30 Coding Agents And What AGI Means 6:50 The SaaS Panic And Real Moats 12:10 Disruption Targets In Business Processes 16:35 Jobs Productivity And Edge Cases 20:40 Mega IPOs And The Capex Flywheel 25:55 Data Center Constraints Power And PR 31:25 Orbital Data Centers Promise And Problems 35:10 Cybersecurity Models Token Economics And Learning --- #ROIPodcast #FirstTrust #ArtificialIntelligence #AI #AGI #DataCenters #Technology #CloudComputing #NVIDIA #MachineLearning #FutureOfWork #Innovation #TechInvesting #DigitalTransformation #AIInfrastructure
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