SWS 40: What I learnt from Adam Patti (Vista Shares) on AI, Infrastructure, Energy, and the Future

16/06/2025 38 min Temporada 3 Episodio 8
SWS 40: What I learnt from Adam Patti (Vista Shares) on AI, Infrastructure, Energy, and the Future

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Episode Synopsis

Get ready to dive deep into the real investments driving the Artificial Intelligence revolution! In this insightful conversation, Kevin J. Dean sits down with Adam Patti, CEO of VistaShares, to explore the critical infrastructure and often-overlooked components that are truly profiting from the massive growth in AI.Connect with Adam Patti & VistaShares:Website: vistashares.comLinkedIn:   / adam-patti-96919  Connect with Kevin J. Dean:Website: https://kevinjdean.com/LinkedIn:   / kjdean  Adam, a veteran of the ETF industry and former president of Tesla (early on), shares the fascinating story behind VistaShares' flagship AI Infrastructure Fund ($AIS). Discover why their "picks and shovels" approach to AI investment focuses on the companies building the foundational data centers and semiconductors, rather than just the "Mag 7" tech giants.#AI #ArtificialIntelligence #Investing #ETFs #Infrastructure #DataCenters #Semiconductors #Energy #Electrification #FutureOfWork #BusinessStrategy #VistaShares #AdamPatti #Podcast #TechInvestment #Innovation #SuperCycle #Finance

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