Talking Tech – Episode 15
George updates us on PLC awards winners – all well deserved and fingers crossed for none of those traditional subsequent share price declines.
Ian looks at the strategic reasons for PINE Pinewood's acquisition of Seez and the issue of where the value really lies in AI. Should investors be calling the quality of the acquisition decision now?
This leads George onto how AI is impacting the tech services companies and to where the real AI driven growth is going to come from for the software providers.
Crash landing back onto planet small-cap, they touch on the stories which are truly AI related, like KX, and the damage that can be done to portfolios and companies when management find themselves ‘managing to the broking story’.
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