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Index/AI & Data/Waves in the Finoverse
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Where the Smartest AI Investors Are Putting Their Money

Waves in the Finoverse · 2025-12-16 · 26 min

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Episode notes

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.

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