Janus Henderson Live: Technology and human resilience in New York
How do artificial intelligence (AI) and bionic enhancements support human resilience in the future? Janus Henderson’s ‘Partnerships for a Brighter Future’ event in New York featured a personal story of recovery as well as insight into the investment potential of technological innovation.
3 minute watch
Key takeaways:
- The way technology is harnessed and developed to meet human needs will shape our future. Coupled with human resilience, it is already making the unachievable possible.
- Innovation will be delivered at a rapid pace in the coming years and has significant benefits in a world of ageing populations and the health challenges this brings.
- Investment opportunities must be approached in the right way with fundamental analysis essential to see past the stories and identify the winners of tomorrow.
Generative AI: Refers to deep-learning models that train on large volumes of raw data to generate ‘new content’ including text, images, audio and video.
Hopper chip: Graphics processing unit (GPU) microarchitecture developed by NVIDIA, which introduced powerful AI capabilities excelling in large language models and scientific computing.
Janus Henderson Live – partnerships for a brighter future.
Nick Cherney: The future is here. We are living in the future. It’s incredible. And that future is going to continue to be driven not by technology, but by human stories and by human resilience.
Sarah de Lagarde: So, on the 14th of August, 2024, I became the first woman in the world to have climbed Mount Kilimanjaro twice in two years, once able bodied and once disabled with two prosthetics. I’m Sarah de Lagarde and I’m 80% human and 20% bionic.
Richard Clode: There are so many innovations coming down the pipe, and your end game is we have a roadmap that is high conviction, this is going to happen by the end of ’27. You end up with a chip that’s 400 times more powerful than the Hopper chips, and all the models that you’re seeing put out today.
Ali Dibadj: But healthcare, life, life & work and sustainable futures also encompasses this concept of AI, which we’re all thinking about, which we’re all using.
Agustin Mohedas: You know, there’s not enough doctors really to go around. So if we can 10X our radiologists so they can review more films, that’s great. If we can 10X our cardiologists or 10x our nursing staff, these are all huge benefits, especially on the cost side of the equation.
And because of the ageing population, healthcare costs are only going to continue to balloon, you know, because we are surviving cancer, surviving heart attacks, but we’re going to get neurodegenerative diseases. Almost surely we are going to need people to take care of us in those conditions. And so we’re going to need these robots to really kind of be successful.
De Lagarde: Every time that I use the arm, data gets collected and stored on an external server, and an AI machine learning algorithm sifts through those data sets and starts recognising patterns. And once there is sufficient data to play with, the algorithm swaps over to become generative AI, and it starts predicting what my next move is going to be.
Mohedas: Yes, these technologies are exciting, and they’re going to proliferate. We still got to get down to fundamentals and picking, you know, the right opportunities and the right companies that are making the most and taking the most advantage of these technologies, not just kind of selling a story.
Clode: So I think that’s a huge investment opportunity. As Sarah was saying, we’re talking about trillions of dollars of spend here that could be given in the form of either software or physical robot and robotics. That’s an incredible investment opportunity in the next few years. You know, we always think of technology, as the science of solving problems, the bigger the problem, the bigger the addressable market and the bigger the potential stock returns you’re going to get out of that.
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3 minute watch
Key takeaways:
- The way technology is harnessed and developed to meet human needs will shape our future. Coupled with human resilience, it is already making the unachievable possible.
- Innovation will be delivered at a rapid pace in the coming years and has significant benefits in a world of ageing populations and the health challenges this brings.
- Investment opportunities must be approached in the right way with fundamental analysis essential to see past the stories and identify the winners of tomorrow.