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Thought Leadership Forum

DeepSeek Disillusion: Evaluating the Future of AI

Video - webinar - DeepSeek Disillusion: Evaluating the Future of AI

Head of technology research Mike Lippert is joined by research analyst and assistant portfolio manager Ishay Levin and research analyst Akhilesh Kumawat to analyze the market reaction to DeepSeek and evaluate the reality of how DeepSeek’s entrance will impact the future of investing in AI.

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Michael Lippert joined Baron Capital in 2001 as a research analyst and was named portfolio manager of Baron Opportunity Fund in 2006 and Baron Technology Fund in 2021. In 2020, he was named head of technology research. He has 24 years of research experience.

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Michael Lippert

Ishay joined Baron&nbsp;Capital in 2015 as a research analyst and has 11 years of research experience. In 2020, he was named assistant portfolio manager of Baron Opportunity Fund.&nbsp;From 2014 to 2015, he worked at Hudson Bay Capital Management as a vice president on the direct investing desk. Ishay graduated with honors from Haifa University in Israel with a B.A. in Multidisciplinary Studies in 2011 and from The Wharton School of the University of Pennsylvania with an M.B.A. in 2014.

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Ishay Levin

Akhilesh&nbsp;joined Baron Capital in 2024 as a research analyst. He has 4 years of research experience. From 2020 to 2024, he worked at Bernstein Research as a senior research associate covering U.S. semiconductors and semi-cap equipment. From 2015 to 2019, he then held positions in multiple startups within the renewable energy and mobility sectors. From 2013 to 2015, he worked as a reservoir evaluation engineer at Schlumberger. Akhilesh graduated from Indian Institute of Technology with a B.Tech. in Electrical Engineering in 2013 and from The Wharton School with a M.B.A. in 2021.

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Akhilesh Kumawat

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News

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Randolph Gwirtzman

News - Randy Gwirtzman Highlights Cybersecurity and Applied AI Investment Opportunities with MarketWatch

2024 Conference - Ron Baron on CNBC

Ron Baron

News - Ron Baron on CNBC Squawk Box - 3.11.2025

Baron Capital CEO Ron Baron and assistant portfolio manager and research analyst Ishay Levin explore the rapidly evolving aerospace industry and the long-term investment potential of SpaceX.

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The Next Investment Frontier: SpaceX and the Aerospace Revolution

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Ashim Mehra

Alex Umansky

2024 Conference Replay - Investment Team - Large Cap, Global, and High Growth

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Laird Bieger

David Goldsmith

Cliff Greenberg

2024 Conference Replay - Investment Team - Small-Cap Growth

2024 Conference - Investment Team, Michael Baron

Michael Baron

Andrew Peck

Neal Rosenberg

2024 Conference Replay - Investment Team - Focused, Small/Mid Cap, and Mid-Cap Growth

Conference Photo - Ron Baron on CNBC

2024 Conference Replay - CNBC

Conference Photo - Neal Kaufman

Neal Kaufman

Jeffrey Kolitch

Josh Saltman

2024 Conference Replay - Investment Team - Real Estate, FinTech, and Health Care

2024 Conference - Investment Team, Joy He

Michael Kass

Chingiz Gadimov

José Barria

Eitan Chemerinski

Joy He

2024 Conference Replay - Investment Team - Emerging Markets and International Growth

Conference Photo - Investment Approach - Amy Chasen, Cliff Greenberg, Andrew Peck

Amy Chasen

2024 Conference Replay - Investment Approach

2024 Conference - Ron Baron Thumbnail Image

2024 Conference Replay - Ron Baron Keynote

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David Baron

2024 Conference Replay - Next Generation of Leadership

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Gwynne Shotwell

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2024 Conference Replay - Meet the CEO – Gwynne Shotwell

2024 Conference - Fertitta

Frank J. Fertitta III

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Lorenzo J. Fertitta

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2024 Conference Replay - Meet the CEO – Fertitta

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Lee M. Shavel

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2024 Conference Replay - Meet the CEO – Lee Shavel

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Henry A. Fernandez

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2024 Conference Replay - Meet the CEO – Henry Fernandez

Portfolio managers Anuj Aggarwal and Michael Kass delve into how India's emerging position is driving momentum across various growth-oriented investment themes.

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Anuj Aggarwal

India: The Rise of a New Asset Class

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Neal Kaufman Discusses Health Care Equities on Barron’s Live

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Webcast - Ron Baron Discusses Elon Musk's 2018 Compensation Contract on CNBC Squawk Box

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2022 Conference Replay - CNBC Squawk Box - Part 5

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Matthew Desch

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2022 Conference Replay - CNBC Squawk Box - Part 4

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Kirsten Lynch

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Mark Hoplamazian

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2022 Conference Replay - CNBC Squawk Box - Part 3

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2022 Conference Replay - CNBC Squawk Box - Part 2

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2022 Conference Replay - CNBC Squawk Box - Part 1

BC Logo

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2022 Conference Replay - Reflections – Investment Approach

2022 Conference Replay - Reflections – Baron Capital Work Culture

Conference Photo - Amy Chasen

2022 Conference Replay - Keynote – Amy Chasen

Conference Photo - Cliff Greenberg and Andrew Peck

2022 Conference Replay - Keynote – Cliff Greenberg and Andrew Peck

Conference Photo - Linda Martinson

2022 Conference Replay - Keynote – Linda Martinson

Conference Photo - Ron Baron Keynote

2022 Conference Replay - Keynote – Ron Baron

Conference Photo - Alex Umansky, Ashim Mehra

2022 Conference Replay – Investment Team Session 5

Conference Photo - Neal Kaufman, Andrew Peck, and Michael Baron

2022 Conference Replay – Investment Team Session 4

Conference Photo - Cliff Greenberg, Randy Gwirtzman and David Goldsmith

2022 Conference Replay – Investment Team Session 3

2022 Conference Replay – Investment Team Session 2

Conference Photo - Michael Kass and Anuj Aggarwal

2022 Conference Replay – Investment Team Session 1

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Ajei Gopal

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2022 Conference Replay - Meet the CEO - Ajei Gopal

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Joel S. Marcus

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2022 Conference Replay - Meet the CEO - Joel Marcus

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2022 Conference Replay - Meet the CEO - Kirsten Lynch

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Elon Musk

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2022 Conference Replay - Meet the CEO - Elon Musk

Beyond the big names

Portfolio manager Michael Lippert and assistant portfolio manager Ishay Levin discuss their outlook for artificial intelligence, electric vehicles, semiconductors, and cloud computing.

Artificial Intelligence, Electric Vehicles, Semiconductors, and Cloud Computing

News - Michael Lippert Discusses Growth Investing and Riding the AI Boom with WealthTrack

Ron Baron - Official Landscape

News - Ron Baron on CNBC Squawk Box - 6.23.2023

News - Ron Baron on CNBC Squawk Box - 9.13.2023

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News - Ron Baron on CNBC Squawk Box - 4.25.2024

Conference Photo - Jeff Kolitch and Neal Kaufman

2023 Conference Replay – Investment Team Session 5

Conference Photo - Randy Gwirtzman and Laird Bieger

2023 Conference Replay – Investment Team Session 4

Conference Photo - Anuj Aggarwal

2023 Conference Replay – Investment Team Session 3

Conference Photo - Andrew Peck and Neal Rosenberg

2023 Conference Replay – Investment Team Session 2

Conference Photo - Investment Team Session 1

2023 Conference Replay – Investment Team Session 1

DeepSeek Disillusion: Evaluating the Future of AI

Featured Fund

Baron Opportunity Fund

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