Hosted by: Holland Henderson

Hosted by: Chris Hammond

In this episode, we unpack how current market dynamics, triggered by a government shutdown and transformative corporate deals like Pfizer’s landmark pricing agreement, are intersecting with an accelerating AI revolution.

We discuss the infrastructure and power demands behind AI, and ask what it means when machines begin to think for the customer, what that future looks like, what’s gained, and what might be lost.

We tie it all together with human anecdotes and lessons from long‑term financial stewardship.

In this episode we cover:

• Some of the things we are seeing in the healthcare industry today (4:32)
• We want the companies to succeed, but at what cost (10:42)
• It would be globally beneficial if more nations would get into the pharma space (13:43)
• The AI State of the Union (16:12)
• Growth in power demand (20:49)
• Next generation of technology must be 10x as good to get adoption (24:58)
• The more AI gets built into how we operate, there has to be an expectation of latency (28:29)
• What type of humanity are we losing if AI does all of our thinking (31:52)
• What Holland and Chris are currently learning (38:40)

Links From the Show:

Allen & Company
Mike Leach
AI
Data Centers

Books Mentioned in this Show:

iPencil Essay

Zero to One: Notes on Startups, or How to Build the Future, by Peter Thiel & Blake Masters 

Connect with:

Holland Henderson – Financial Advisor at Allen & Company
Allen & Company – Holland Henderson
LinkedIn – Holland Henderson

Chris Hammond – CFA®, Senior Vice President, Portfolio Manager at Allen & Company
Allen & Company – Chris Hammond
LinkedIn – Chris Hammond

The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult an appropriate qualified professional prior to making a decision.