The 2025 Robin Hood Investors Conference featured the "AI Panel: Investor View," bringing together prominent voices in technology investment. The panel speakers included Altimeter's Brad Gerstner, Maverick Silicon's Andrew Homan, and Lux Capital's Josh Wolfe. The discussion was led by Chase Coleman of Tiger Global.
Also see our coverage of the 2024 Robin Hood Investors Conference, 2023 Robin Hood Investors Conference, and the 2018 Robin Hood Investors Conference.
AI panel deep dive: the stack, the spend, and where returns may concentrate
Participants
Moderator: Chase Coleman, Tiger Global
Panelists: Brad Gersner, Outimeter Capital; Andrew Holman, Maverick Silicon; Josh Wolpe, Lux Capital
Stocks mentioned
First a box of companies mentioned. The following fourteen stocks were mentioned or directly implied on stage.
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