James Anderson, former Senior Partner of Baillie Gifford and early backer of Elon Musk, now runs the Lingotto Innovation Strategy with Morgan Samet. I interviewed them in front of a live audience at Italian Tech Week, hence this shorter than usual episode. We discussed AI of course, China’s role in a portfolio as a leader in many areas of tech but with associated geopolitical risk, the future of autonomous driving, what it means to be a long term investor in innovation, investing in everything from start-ups to Nvidia and in between including Space X, flying cars and much more. I really enjoyed this conversation and I hope you will too – let us know if the shorter format is a better option for busy commuters.

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