Waves in the Finoverse podcast

Where the Smartest AI Investors Are Putting Their Money

0:00
26:07
15 Sekunden vorwärts
15 Sekunden vorwärts

As this year sets a $200B record for AI funding, Esther Wong and Antoine Blondeau debate over the future of AI investing at Hong Kong FinTech Week x StartmeupHK Festival 2025.


Wong is a former SenseTime executive and one of Asia’s leading AI infrastructure investors, and Blondeau is an early OpenAI investor and a pioneer behind the foundational technology that became Siri.


The two investors sit down with Anthony Sar and tackle the biggest question shaping AI investing today: will the real returns come from AI infrastructure or AI applications?


It’s a rare, unfiltered look at how the smartest people in AI are thinking today.


Connect with us here:


Esther Wong: https://www.linkedin.com/in/esther-wong-76a6a410a/

Antoine Blondeau: https://www.linkedin.com/in/antoineblondeau/

Anthony Sar: https://www.linkedin.com/in/anthonysar/

Finoverse: https://www.linkedin.com/company/finnovasia/


Timestamps


00:00 Trailer

00:55 Introduction

02:14 Current State of AI Investment

04:19 Infrastructure vs. Application Layer

06:38 Future of AI and Investment Strategies

19:03 Advice for New AI Investors

24:13 Final Thoughts and Advice for Founders

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