Maggie Finari
speaker
233 appearances
1 recordings
1 series
first heard Jul 2026
last heard 13 Jul
Maggie Finari’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
And that next iteration with AI is the ability for AI agents to do that work directly.
And that's a $65 or $60 trillion TAM.
So as a result of that, what you see is a very significant market opportunity for AI, but you need to build out the compute to be able to do that.
Yeah, no, that is right.
I wouldn't say it's necessarily over from that perspective.
We do think, as we've noted, some of the most innovative companies in the world continue to exist in the U.S.
But what we have seen, going back to the commentary around what's taken place in the last decade, is that the U.S.
was really viewed as the only market where you could see a lot of growth.
And what we're seeing today, as we've seen, is, you know, in our view, the world order has changed from that into what we refer to as a more multipolar world.
So what does that mean?
It means that governments and countries really need to focus on their own sovereignty.
They need to focus on building out and securing their own supply chains, their own AI infrastructure.
their own maritime security.
And as a result, that's creating a lot of growth in those countries that we haven't seen before.
And we wanted to be there quite early from that perspective.
So we started adding to emerging markets.
We started adding to Europe.
We started adding to our commodities exposure as well, really with a view being that many of those markets looked very cheap from a multiples perspective, really, because that growth was yet to start to be priced in.
And we believe that that is coming.
And we've also seen countries like Germany and others indicate that they're willing to spend more fiscally.
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