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Tony Kim

4 statements across 1 episodes · 2 bullish · 1 bearish · 1 people on the record · first statement Jul 24, 2026 by Tony Kim · said 21 times in 6 episodes since 2026 · across every show →

On the record as a speaker too: Tony Kim's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by Molly O'Shea (14), Michael Hurlston (7)

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0362026episodes it came up in
0023462026episodesmentions per episode
2026 21 mentions in 6 episodes 4 per episode

every mention, scene by scene, with the transcript →

Everything said about Tony Kim, oldest first

Jul 24, 2026 bullish
Prediction Open · timeframe Dec 2030
Tony Kim: Utility-scale, million-qubit quantum computers will arrive around 2030
“It's very interesting when you look at these long-dated technologies. All roads converge to 2030. It's like quantum computing, utility scale, logically error-corrected, million-qubit quantum computer, twenty-thirty.”
Tony Kim Jul 24, 2026 ▶ 32:47 BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery with Molly O'Shea
Jul 24, 2026 negative
Insight
Tony Kim: Enterprises must position themselves within the AI token flow
“So, you must be in this token flow to either resell or repackage the tokens with your context and your very specific application. You serving the token with your intelligence? Is it the proprietary closed source token? Is it the open source token? Sitting on a…”
Tony Kim Jul 24, 2026 ▶ 55:27 BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery with Molly O'Shea
Jul 24, 2026 bullish
Opinion
Tony Kim expects massive public market appetite for AI lab IPOs
“I am, ah, I'm hopeful, excited to see the big labs go public in the next 12 months. I think that will be, I think that'll be, I think it'll be interesting. It'll be exciting. And I think there is huge market appetite for it.”
Tony Kim Jul 24, 2026 ▶ 1:02:41 BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery with Molly O'Shea
Jul 24, 2026
Disclosure
Tony Kim targets 90% of his investments within a three-year AI horizon
“In this kind of three year window, That is probably where 90 plus percent of my investment, well, ninety-ish percent, something like that, you know, the majority is going in.”
Tony Kim Jul 24, 2026 ▶ 29:36 BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery with Molly O'Shea
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