At the 2025 Wharton Global Forum in San Francisco, host Kartik Hosanagar moderates a powerhouse panel on the future of AI. Leaders from Microsoft, T. Rowe Price, GrowthCurve Capital, NewFront, and HSG (formerly Sequoia China) share their perspectives on where AI is headed, what it means for business, and how organizations can prepare. From bold claims about AGI arriving in just a few years, to the “Gen AI paradox” (adoption without clear ROI), to how products and teams must be reimagined in an AI-first world, this wide-ranging discussion dives into the questions every business leader is asking: - Is AGI hype or reality? - Why aren’t we seeing productivity gains yet? - What does it mean to build thin products, thick models? - How should startups and incumbents partner in the AI era? - What happens when humans, agents, and organizations collide? Speakers: Prof. Kartik Hosanagar, Faculty Co-Director of Wharton Human-AI Research Aparna Chennapragada, Chief Product Officer at Microsoft Sajjad Jaffer (WG’01), Founding Partner, GrowthCurve Capital Xing Liu (WG’04), Senior Partner, HSG (HongShan Capital Group) Ramon Richards (WG’08), Chief Technology Officer, T. Rowe Price Lin Yuan (WG’22), Chief AI Officer and Executive Vice President of Engineering, Newfront 0:00 - Introduction 3:05 – Beyond AGI: Intelligence Overhang and the Infrastructure Gap 9:32 – ROI, Pattern Matching, and What Makes AI Valuable Today 15:45 – From Products to Systems: Rethinking Software in a Model-First World 23:28 – Data as Differentiator: Memory, Moats, and Domain-Specific AI 30:52 – Organizational Shifts: Data Culture, Change Management, and the New Stack 36:18 – One-Person Unicorns, Global Teams, and Agent Collaboration 39:50 – Competing in the Age of Giants: How Startups Can Win 43:04 – Regional Dynamics: Global Networks and the Open-Source Moment 46:05 – The Talent Revolution: Skills That Will Define the Next Decade 50:46 – Interoperability and the Cost of Lock-In 53:20 – Value, Risk, and Society: Who Gains, Who Loses? 57:48 – Closing Remarks & Conclusion Learn more: https://ai.wharton.upenn.edu/creative-intelligence/ Spotify: https://open.spotify.com/show/39rSsrrRwoYACKvOr19aDY Apple Podcasts: https://podcasts.apple.com/us/podcast/creative-intelligence/id1813418349 Hosted on Acast. See acast.com/privacy for more information.
