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Ben Silver

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  1. Goldman Sachs24 min

    Maverick Capital Co-CIOs on Finding the AI Winners

    Ben Silver, David Tykocinski, Tony Pasquariello

    Maverick Capital co-chief investment officers Ben Silver and David Tykoczynski discuss their complementary investment philosophies and a holistic risk management framework designed to navigate complex market dynamics. The discussion highlights strategic shifts in the artificial intelligence sector toward application-layer value while identifying significant undervalued opportunities in the healthcare equipment space driven by reshoring trends. Both executives also address structural risks in the geopolitical landscape and emphasize the long-term transformative potential of AI despite near-term valuation volatility.