Wilfred (Wilf) Frost

speaker

2,338 appearances 15 recordings 1 series first heard May 2026 last heard 3 Aug

Wilfred (Wilf) Frost’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 — 15 in all, peaking in Jun 2026 with 6.

Appearances

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The Master Investor Podcast with Wilfred Frost · AI Could Turn Software Into “Dumb Data Pipes” | Dom Rizzo · 8 Jun 2026 podcast

So I want to get into the framework. voice-verified

I want to get in as well later to Anthropic and SpaceX, the sort of big IPOs that are coming, because as you mentioned there, you do have a private market investment in one of those in Anthropic. voice-verified

But first, let's just do big picture. voice-verified

And coming off the back of that performance, you know, where are we in the AI cycle? voice-verified

I mean, clearly, you got ahead of the curve. voice-verified

Are we still... voice-verified

Early on that curve, middle, late, in your view? voice-verified

So I guess clearly the AI theme for the public took off the day before you took over the fund, chat GPT. voice-verified

was what kind of pushed it into the public mindset. voice-verified

You said you've been really good at navigating the kind of more recent step ups. voice-verified

And as I look at, I think, you know, the two big moments in the last sort of few quarters have come from AI companies shifting to serving enterprise much more than those large language models that in late 2022, you know, consumers became aware of and using. voice-verified

And secondly, shifting to charging for usage. voice-verified

You know, the amount of tokens being used, pay a lot more rather than just all of us paying 20 pounds a month just to be able to ask whatever question we want on a whim. voice-verified

Is that a fair summary of the most important themes of the last few months, the last year? voice-verified

And what are you looking ahead to to be the next short-term AI theme? voice-verified

So let's touch on that then, your investment process, and specifically when you are trying to pick a theme or much more importantly, the final stock, what are the key things you look out for? voice-verified

Yeah. voice-verified

This episode is sponsored by the World Gold Council, the global experts on gold. voice-verified

They champion gold as a trusted strategic asset, provided market-leading research to help investors understand gold's role and modernize how gold is owned, traded and used, developing industry standards and market infrastructure. voice-verified

This episode is sponsored by Interactive Brokers. voice-verified

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