Bloomberg Invest 2025

First and foremost, I’d like to thank Bloomberg for organizing and inviting me to such a valuable event. After speaking with and learning from today’s leading minds, here are my main takeaways:

Key Takeaways:

1. Economic Uncertainty – Fiscal policy instability and geopolitical tensions are slowing economic growth. Businesses struggle to invest or hire in an environment without a clear path forward. Many anticipate a challenging six months ahead.

2. Equity Valuations – With equity valuations elevated, most investors see a more favourable risk-reward balance in credit or alternative assets.

3. AI as a Macro Driver – Artificial intelligence has the potential to double productivity, but adoption is lagging behind expectations. Many foresee a future where humans act as managers of AI-driven teams. AI won't replace the human, but amplify it.

4. Energy Consumption – Expected to more than double in the next 10 years due to electrification and AI demand. Nuclear isn't enough, renewable will be key in supplying cheap energy.

5. The Rise of Quantum Computing – This is expected to be the next "Big Thing" and it will arrive sooner tan anticipated, 5-10 years. Is this the biggest threat to NVIDIA’s dominance?