Talking AI with Sure Valley Ventures Pt.2
In the latest episode of the Shard Capital podcast, Julian Wheeler, Partner and US Equity Specialist, welcomes Barry Downes, Managing Partner and Co-Founder of Sure Valley Ventures (SVV)—a leading Venture Capital firm focused on early-stage AI software companies in the UK and Ireland.
Frequent listeners may remember Barry’s appearance on our March 9, 2023, episode, where he shared his predictions on the growth potential of Microsoft and Nvidia. His insights proved remarkably accurate two years on—Microsoft shares have delivered a reasonable 67% return over two years*, while Nvidia has skyrocketed nearly tenfold.
In this episode, Julian and Barry kick things off with a brief discussion on China’s latest AI app, Deepseek, before diving into SVV’s newly released white paper, Predicting the AI Future. This in-depth report examines the key trends, opportunities, and challenges that will shape the AI landscape in the year ahead. Download the full white paper here.
With Barry’s unparalleled expertise in early-stage AI technology, Julian delves into the critical questions every investor should consider when identifying the next big trend.
Listen in on the conversation below 👇🏼
Recorded on the 15th of January 2025 – then re-recorded the intro on the 28th January 2025
*The referenced stock price growth mentioned in the body above is from the published date of the first podcast aired on the 9th March 2023 to the recorded date of the most recent podcast with Barry on the 15th January 2025.
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