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Eric Sanchez Of Point 72 At Invest For Kids Conference: The AI Platform Shift and its Semiconductor Backbone

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Invest For Kids 2024 Eric Sanchez

Eric Sanchez, Portfolio Manager at Point72, delivered a thought-provoking talk at the 2024 Invest For Kids Conference, framing AI as the next major platform shift—one that will fundamentally reshape how we interact with technology. Drawing on his extensive experience in the Technology, Media, and Telecom (TMT) sectors, Sanchez highlighted how every significant technological leap, from the iPhone's touchscreen interface to the cloud, has been underpinned by new computing paradigms. AI, he argues, will follow this pattern but at an even larger scale.

AI as the New Stack: Redefining Interaction

Sanchez compared AI's impact to that of the...

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