Where the Smartest AI Investors Are Putting Their Money
Tue Dec 16 2025
As this year sets a $200B record for AI funding, Esther Wong and Antoine Blondeau debate over the future of AI investing at Hong Kong FinTech Week x StartmeupHK Festival 2025.
Wong is a former SenseTime executive and one of Asia’s leading AI infrastructure investors, and Blondeau is an early OpenAI investor and a pioneer behind the foundational technology that became Siri.
The two investors sit down with Anthony Sar and tackle the biggest question shaping AI investing today: will the real returns come from AI infrastructure or AI applications?
It’s a rare, unfiltered look at how the smartest people in AI are thinking today.
Connect with us here:
Esther Wong: https://www.linkedin.com/in/esther-wong-76a6a410a/
Antoine Blondeau: https://www.linkedin.com/in/antoineblondeau/
Anthony Sar: https://www.linkedin.com/in/anthonysar/
Finoverse: https://www.linkedin.com/company/finnovasia/
Timestamps
00:00 Trailer
00:55 Introduction
02:14 Current State of AI Investment
04:19 Infrastructure vs. Application Layer
06:38 Future of AI and Investment Strategies
19:03 Advice for New AI Investors
24:13 Final Thoughts and Advice for Founders
Hosted on Acast. See acast.com/privacy for more information.
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As this year sets a $200B record for AI funding, Esther Wong and Antoine Blondeau debate over the future of AI investing at Hong Kong FinTech Week x StartmeupHK Festival 2025. Wong is a former SenseTime executive and one of Asia’s leading AI infrastructure investors, and Blondeau is an early OpenAI investor and a pioneer behind the foundational technology that became Siri. The two investors sit down with Anthony Sar and tackle the biggest question shaping AI investing today: will the real returns come from AI infrastructure or AI applications? It’s a rare, unfiltered look at how the smartest people in AI are thinking today. Connect with us here: Esther Wong: https://www.linkedin.com/in/esther-wong-76a6a410a/ Antoine Blondeau: https://www.linkedin.com/in/antoineblondeau/ Anthony Sar: https://www.linkedin.com/in/anthonysar/ Finoverse: https://www.linkedin.com/company/finnovasia/ Timestamps 00:00 Trailer 00:55 Introduction 02:14 Current State of AI Investment 04:19 Infrastructure vs. Application Layer 06:38 Future of AI and Investment Strategies 19:03 Advice for New AI Investors 24:13 Final Thoughts and Advice for Founders Hosted on Acast. See acast.com/privacy for more information.