In this fourth episode of Innovation Conviction, John Gross is joined by Nels Wangensteen and Ingrid Yin of MayTech Global Investments for part two of the 2025 webinar. The conversation explores the ongoing AI growth cycle—from infrastructure to applications and future embodiment.

They examine AI’s emerging role in healthcare, from biomarker integration to robotic surgery. The team also dives into global portfolio positioning, evaluating U.S. dominance, emerging markets, and China’s outlook. Nels and Ingrid share their perspectives on risk, competitive threats, and why the runway for growth remains compelling across key innovation themes.

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(00:01:09) Nels outlines the three AI pillars and current investment focus

(00:02:02) Building computing infrastructure and next phase of AI applications

(00:03:30) Rise of AI agents and the path toward physical AI embodiment

(00:04:44) AI's role in healthcare and rise of biometric trackers

(00:06:34) Robotic surgery advancements with AI integration

(00:07:41) U.S. portfolio dominance and global investment opportunities

(00:09:01) Why Europe lags and emerging markets present upside

(00:10:06) Cautious outlook on China despite recent stock rallies

(00:11:57) Confidence in long-term growth runway for portfolio themes

(00:13:47) Risks: disruption from new entrants and geopolitical concerns

(00:16:30) Commoditization fears and evolving competitive threats in AI

(00:17:48) Nvidia's dominant position and potential chip competition

(00:19:23) Enterprise incumbents vs. new entrants in AI applications

(00:20:07) FinTech outlook globally and why LATAM presents opportunity

(00:21:34) Closing remarks and follow-up details for audience questions

Links:

John Gross on LinkedIn: https://www.linkedin.com/in/john-gross-cfa-caia-6b54788

Nels Wangensteen on LinkedIn: https://www.linkedin.com/in/nelswangensteen

MayTech Global Investments: https://www.maytechglobal.com/

DISCLAIMERS

MayTech is a registered investment adviser. Registration of an investment adviser does not imply a certain level of skill or training.

The opinions expressed herein represent the views of MayTech’s management (or investment professionals) based on market conditions as of the date of this video and may change at any time without notice. We assume no obligation to provide an update to this video. Recipients are advised not to infer or assume that any securities, strategies, companies, sectors or markets described will be profitable or that losses will not occur. It should not be assumed that recommendations made herein or in the future will be profitable. The discussion in this podcast includes references to information from third party sources believed to be reliable; however, we make no representation as to its accuracy or completeness.

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