Kevin Mahn, Chief Investment Officer at Hennion & Walsh, says the bottleneck in AI has moved. It was compute, then power, then memory, and now it is people, and people are the most expensive of the four. Willy Lee, Principal at Neostellar, explains what that buys: the moat is not the model, it is the harness and the workflow built on top of it. Then the panel turns to whether any of it works if nobody will hand an agent their data. Anna Rathbun, Founder and CEO of Grenadilla Advisory, runs her own firm on agents. Shay Boloor, Chief Market Strategist at Futurum, does not trust them at all.
Featuring
Kevin Mahn, Chief Investment Officer at Hennion & Walsh
Willy Lee, Principal at Neostellar
Anna Rathbun, Founder and CEO of Grenadilla Advisory
Shay Boloor, Chief Market Strategist at Futurum
Turney Duff, host and author of “The Buy Side”
Watch the full episode: https://www.youtube.com/watch?v=0xVQUL9uKeQ
Market Hang is live weekdays 12:30-1:30pm ET on Yahoo Finance.
Timestamps
0:00 Talent is the bottleneck nobody priced
1:04 Willy Lee: The moat is the harness, not the intelligence
2:08 Will anyone actually conquer AI agents
3:26 Turney Duff: We have been groomed for twenty years
4:30 What if not going all in is the disadvantage
5:34 Anna Rathbun: It is not all or nothing
6:40 Trust as a premium price
7:45 How people learned to trust the cloud
#AITalent #AIAgents #EnterpriseAI #MarketHang #YahooFinance
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