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No Ordinary Wednesday | Has the AI boom got ahead of itself?

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AI agents have entered the workplace, robots are edging closer to our homes and billions continue to flow into the infrastructure powering artificial intelligence. But as technology advances, are the returns keeping pace with expectations?

In this episode of No Ordinary Wednesday, Investec Global Equity analysts David Smith and Zane Bezuidenhout join Jeremy Maggs to examine the year's defining technology trends, the debate over an AI bubble and the companies best placed to benefit. From the future of work to the economics of AI, they unpack what 2026 has taught investors and what to watch in 2027 and beyond.
Chapters
  • 00:00 What defined AI and technology in 2026?
  • 03:03 Are robots moving beyond science fiction?
  • 05:23 Is AI threatening Google's core business?
  • 07:41 How could regulation affect the AI investment boom?
  • 09:53 Who should pay for AI's growing infrastructure demands?
  • 12:06 Will AI replace the jobs that train future experts?
  • 14:06 Are businesses ready to put AI to work?
  • 17:12 Can businesses trust autonomous AI agents?
  • 20:22 Can AI companies turn rapid growth into lasting profits?
  • 21:58 Has the AI boom got ahead of itself?
  • 24:08 Is AI infrastructure investment outpacing demand?
  • 25:58 How will AI agents reshape business by 2031?
  • 28:36 Where are the biggest AI investment opportunities?
  • 29:51 What can we expect from AI in 2027?
3 Nov English South Africa Business · Investing

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