{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Beyond the Benchmark by EFG","title":"EP 135: The AI bubble and new frontiers in tech","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/aa801802\"></iframe>","width":"100%","height":180,"duration":1812,"description":"Dominic Jacobson, Senior Equity Analyst in EFG Asset Management’s US Growth Equity team unpacks whether tech bubble fears are misplaced, and why compute power and energy availability may in fact be keeping excess in check. Also featured are geopolitical competition, open-source versus closed-source models and what could be the next big untapped opportunity in tech.Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Dominic Jacobsonhttps://bit.ly/4taOiV2EFGAM:https://www.newcapital.com/Important disclaimersThe value of investments and the income derived from them can fall as well as rise, and past performance is no indicator of future performance. Investment products may be subject to investment risks involving, but not limited to, possible loss of all or part of the principal invested. This document does not constitute and shall not be construed as a prospectus, advertisement, public offering or placement of, nor a recommendation to buy, sell, hold or solicit, any investment, security, other financial instrument or other product or service. It is not intended to be a final representation of the terms and conditions of any investment, security, other financial instrument or other product or service. This document is for general information only and is not intended as investment advice or any other specific recommendation as to any particular course of action or inaction. The information in this document does not take into account the specific investment objectives, financial situation or particular needs of the recipient. You should seek your own professional advice suitable to your particular circumstances prior to making any investment or if you are in doubt as to the information in this document.Although information in this document has been obtained from sources believed to be reliable, no member of the EFG group represents or warrants its accuracy, and such information may be incomplete or condensed. Any opinions in this document are subject to change without...","thumbnail_url":"https://img.transistorcdn.com/3vb4EsPTUbsuZ7lsK8IMqas5NLWngd6iqq-wmN8fopM/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS80N2Q5/MmU3YzY2ZWJlMmEz/YmE0ZjFmMjU0ZjYw/ZmY0ZS5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}