In this episode of the 9Innings Podcast, I sit down with Ivana Delevska, founder and CIO of Spear Invest, to talk about the current state — and the future — of artificial intelligence.

We dig into:

• The market fundamentals driving AI’s rapid rise
• The U.S.–China tech rivalry and what it means for investors
• Energy and infrastructure challenges that could shape the next decade
• The growing role of government in AI development and oversight

Ivana shares why adaptability and continuous learning will be critical for young professionals and how AI will transform productivity across industries. She also highlights where the biggest investment opportunities lie as this new era unfolds.

We wrap up on an optimistic note — that AI isn’t just about replacing jobs, but about creating new value, industries, and opportunities for those ready to evolve.

AI Market Outlook vs. Dot-Com Bubble (00:01:10)

China’s Role in AI Chip Manufacturing (00:03:17)

Capacity and Investment Bottlenecks (00:06:33)

Data Centers and Energy Costs (00:07:43)

Consumer Benefits and Market Dynamics (00:08:34)

Speculation, IPOs, and Market Risks (00:11:46)

Government Intervention in AI Companies (00:14:05)

Market Run-Up and Potential Downside (00:16:28)

AI’s 5-10 Year Outlook (00:19:01)

AI’s Impact on Jobs and Education (00:22:32)

Siri, Alexa, and the Future of AI Assistants (00:25:12)

Closing Thoughts and Optimism for AI (00:27:14)

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Corrections: Editing by http://SwoleNerdProductions.com

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