Decoding AI and the future of Technology

14/11/2025 1h 1min Episodio 57
Decoding AI and the future of Technology

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Episode Synopsis

QC's Head of Technology Research Ben Barringer joins James and I for an update on developments in the tech sector following the release of earnings from the major players. We discuss AI enterprise adoption and productivity improvements, continued capex growth, competitive dynamics amongst the major players and valuations and comparisons to past episodes of technology adoption.