Tech Thoughts - Friday, 5 May

In this episode of "The Conversations", Shahril Hamdan and Ben Prade explore Southeast Asia’s growing potential as a tech and investment hub. They discuss the region’s strong economic fundamentals, young digital-savvy population, and evolving tech ecosystem, with a particular focus on Malaysia.From the rise of B2B software and AI-driven innovation to infrastructure development and funding challenges, they highlight how Southeast Asia is positioning itself on the global tech stage. The conversation also delves into geopolitical neutrality, semiconductor supply chains, and the role of government in fostering a thriving startup ecosystem.This episode also features insights from GP Bullhound’s latest research report on Southeast Asia’s tech landscape, now available for download on our homepage.Tune in for a deep dive into the future of tech in Southeast Asia and the opportunities ahead for investors and entrepreneurs.Download the report: https://www.gpbullhound.com/articles/unleashing-southeast-asia-tech-confronting-realities-lifting-ambitions/

In the latest episode of "The Conversations" Per Roman, Alec Daffener, and Callum Stewart dive into the 18th edition of GP Bullhound's Technology Predictions report.Explore their insights on the monumental technological shifts shaping 2025. From the rise of quantum sensing and multimodal AI to the cautious evolution of agentic AI, innovations once confined to theory are now becoming a reality. Download full report at: https://www.gpbullhound.com/articles/10-predictions-to-drive-technology-in-2025/

This is The Conversations, a podcast from GP Bullhound. In this episode, Managing Partner and Co-Founder Per Roman, alongside Partner Ben Prade unpack the AI revolution, discussing progress made so far and what may happen next. Reflecting on 2024, they share insights on standout companies such as ConnexAI, Leolabs, Headway, HackerOne, and Typeform. They explore how breakthroughs in artificial intelligence and quantum technology, which are driving transformation across sectors and extending ap...

Tech Thoughts - Friday, 16 JuneGP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, Portfolio Manager. Today the team discuss results from Adobe and Oracle and share their insights from the AMD AI day.Today is our last episode for the summer, but we will keep you in up-to-date with our Fridays Tech Newsletter! Subscribe to our Newsletter on LinkedIn or get the news in your inbox by subscribing here https://shorturl....

GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, Portfolio Manager. Today the team will discuss Apple's WWDC and TSMC. For more information about Tech Thoughts and insights, visit https://www.gpbullhound.com/category/insights/tech-thoughts/#TechThoughts #TechUpdate #TechPodcast #AppleWWDC #WWDC #TSMC

GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, CFA, Portfolio Manager. Today the team will give an update on AI and discuss Salesforce and Broadcom results. For more information about Tech Thoughts and insights, visit https://www.gpbullhound.com/category/insights/tech-thoughts/#TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts #WaltDisney #Disney #Google #Semis

GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner, and Jenny Hardy, CFA, Portfolio Manager. Today, we discuss our core holding Nvidia's results, and what it means for tech and semiconductors.For more information about Tech Thoughts and insights, visit https://www.gpbullhound.com/category/insights/tech-thoughts/#TechThoughts #TechUpdate #TechPodcast #Nvidia #AMD #TSMC #ASML

GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner, Jenny Hardy, CFA, Portfolio Manager and Nejla-Selma Salkovic, Analyst at GP Bullhound. Today the team discusses results from Applied Materials, Cisco, and TakeTwo.For more information about Tech Thoughts and insights, visit https://www.gpbullhound.com/category/insights/tech-thoughts/#TechThoughts #TechUpdate #TechPodcast #AppliedMaterials #Cisco #TakeTwo #gaming

GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, CFA, Portfolio Manager. Today we will discuss Walt Disney results, Google's I/O day and data points across semis. For more information about Tech Thoughts and insights, visit https://www.gpbullhound.com/category/insights/tech-thoughts/#TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts #WaltDisney #Disney #Google #Semis

GP Bullhound's #TechnologyPodcast - Our weekly market round-up with Inge Heydorn, Partner at GP Bullhound. Today Inge will give results updates on Infineon and Apple and share his views on the 2H demand.For more information about Tech Thoughts and insights, visit https://www.gpbullhound.com/category/insights/tech-thoughts/#TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts