DiscoverCapital Ideas PodcastInvesting in AI for the long term: A tech investor’s view
Investing in AI for the long term: A tech investor’s view

Investing in AI for the long term: A tech investor’s view

Update: 2025-08-14
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As companies rush to invest in artificial intelligence, how do you differentiate disruptors from the disrupted? Equity portfolio manager Tomoko Fortune, who got her start as a tech investor after the dot-com bubble, brings her global perspective to Capital Group to help discern which companies may thrive in the AI revolution – and which may get left behind. She sits down with Mike Gitlin to discuss the challenge facing companies in the AI race, how her international upbringing and optimistic nature teach her to be bold and tune out noise, and how she found a home at Capital Group thanks to its embrace of long-term investing. Tune in to hear where a seasoned tech investor is seeing the most opportunity. #CapGroupGlobal 

 

 

 




For full disclosures, go to capitalgroup.com/global-disclosures.

 

 




For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you’re based outside of the U.S., visit capitalgroup.com for Capital Group insights.

 




Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi 

 




This content is published by Capital Client Group, Inc. 

 




U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html 

 




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Investing in AI for the long term: A tech investor’s view

Investing in AI for the long term: A tech investor’s view