Jeff Blazek

speaker

496 appearances 1 recordings 1 series first heard Feb 2026 last heard 13 Feb

Jeff Blazek’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Feb 2026 with 1.

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Is it proving the economics that validated such a dramatic equity move?

And equity investors are smart.

They're going to price this two years in advance.

I mean, that's why when you see something like that happen, watch it closely.

We're looking a lot at what's happening in Korea equities because Korea is up 80% this year.

And we're going to have to see the validation.

Will we see an 80% increase in earnings?

Possibly.

But investors are leading indicators and they're smart.

Those that are gravitating towards the growth and trying to see the earnings are validated.

I don't think it's naive.

I think that if we talk about the key measures of AI efficiency and integration, we're still trying to discover that.

And at Neuberger, we have the benefit of 30 dedicated equity analysts.

And we get to hear every week about manufacturing sectors, industrials that are adopting and implementing AI and the use cases and the test cases.

But I do think it's still early days.

I think a year from now, we're going to have a much better sense and see that priced in.

But a lot of it is we need to see verifiable margin enhancement or cost savings from these tools.

And it's probably just too soon, but I'm with you.

It's changing quickly.

Every day that I use AI in my workflows, the improvements are pretty notable.

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