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Tony Kim

Managing Director, BlackRock · 1 appearance on the record.

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investorexecutiveanalystLinkedIn ↗blackrock.com ↗

Tony Kim is the lead portfolio manager of the BlackRock Technology Opportunities Fund and oversees global technology investment strategies. He joined BlackRock in 2013 after senior technology investment roles at Artisan Partners, Neuberger Berman, Credit Suisse Asset Management, and Merrill Lynch.

16statements → 8claims → 3claims resolved → 100%fully supported → 3.62/5average certainty → 2.56/5average debate potential → ≈4.0/5argument clarity, estimated → 21said about them ↓

3 supported 0 partly supported 0 contradicted 1 not yet assessed 4 not checkable as stated how the 8 claims stand · each chip opens the sources

6 predictions · 2 assertions · 3 opinions · 4 insights · 1 disclosure · every statement was checked. The predictions and assertions are the 8 claims: statements the public record can support or contradict. 3 are resolved, 1 is not yet assessed, and 4 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Tony argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported
Tony Kim: Chip companies have higher profit margins than software or pharmaceuticals
“They have the highest profitability of any company in the world of the sector is chip companies. They're higher margins than software, pharmaceuticals, industrials, telecom, anything.”
Tony Kim Jul 24, 2026 ▶ 40:01 BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery with Molly O'Shea

Expressed certainty vs assessment result

none yet certainty 1
none yet certainty 2
100% certainty 3
100% certainty 4
none yet certainty 5

weighted support: a fully supported claim counts one, a partly supported claim counts half. Each filled bar is clickable and opens exactly those claims; "none yet" means nothing said at that certainty level has resolved yet

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Tony Kim on measured tape to publish a rate. This says nothing about how they speak.

Everything Tony Kim said on Sourcery that made the record, most notable first. Filter by type, assessment or year in the ledger →

Prediction Not checkable as stated
Tony Kim: AI compute requires $10 trillion in CapEx over five years
“So this is the irony of it all, that we're, the trillion dollars of CapEx this year, and the 10 trillion over the next five years that are coming, Is to move data centimeters and millimeters. That's AI.”
Tony Kim Jul 24, 2026 ▶ 7:08 BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery with Molly O'Shea
Insight
Tech revenues are shifting from high-margin cloud to lower-margin AI compute
“Like, these, you must build these new data centers, because at some point, all of your revenue will become here, and this revenue over here in the old data center, that was asset light, high margin, is now moving to asset heavy, lower margin, big dollars, but …”
Tony Kim Jul 24, 2026 ▶ 22:08 BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery with Molly O'Shea
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
Assertion Supported
Tony Kim: Chip companies have higher profit margins than software or pharmaceuticals
“They have the highest profitability of any company in the world of the sector is chip companies. They're higher margins than software, pharmaceuticals, industrials, telecom, anything.”
Tony Kim Jul 24, 2026 ▶ 40:01 BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery with Molly O'Shea
Prediction Held up
Tony Kim: China has 30 to 40 potential robotics IPOs this year
“I'm looking at the current pipeline. I see 30, 40 potential IPOs this year in China.”
Tony Kim Jul 24, 2026 ▶ 45:16 BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery with Molly O'Shea
Insight
Future robotics will pair Chinese-manufactured physical bodies with Western AI brains
“And then what you might have is ultimately you can mix and match Chinese physical robot with a Western brain. And I know that's happening.”
Tony Kim Jul 24, 2026 ▶ 46:55 BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery with Molly O'Shea
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
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
Insight
Tony Kim: Tech sector has shifted from software-centric to compute-centric allocation
“We went from a, let's call it a A software-centric world to a compute-centric world.”
Tony Kim Jul 24, 2026 ▶ 4:23 BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery with Molly O'Shea
Prediction Not checkable as stated
Tony Kim: Memory primacy will surpass pure compute in upcoming AI architectures
“Today we're all talking about compute, compute, compute. I think the primacy of memory will become even more important.”
Tony Kim Jul 24, 2026 ▶ 14:18 BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery with Molly O'Shea
Assertion Supported
Global tech market cap is $10T software, $20T Mag-7, $30T hardware
“10 trillion in software service internet, 20 trillion in Mag-Seven, 30 trillion in non-Mag-Seven compute chips hardware. That's a, I don't think people would realize that we are that compute hardware centric now. 10, 20, 30. Before AI, BCE era, it was probably…”
Tony Kim Jul 24, 2026 ▶ 23:54 BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery with Molly O'Shea
Opinion
Tony Kim: AI foundation models have drained market cap from traditional software
“The models themselves, like it or not, have consumed the market cap out of software and services. It is just, you know, it's like the Borg. It is consumed.”
Tony Kim Jul 24, 2026 ▶ 24:46 BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery with Molly O'Shea
Prediction Not checkable as stated
Tony Kim: Data centers are shifting from copper to optical interconnects
“Another will be around the chip architectures, and then another one will be around the movement of data, and so we're going from a regime of copper to a regime of light.”
Tony Kim Jul 24, 2026 ▶ 7:43 BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery with Molly O'Shea
Prediction Not checkable as stated
800-volt power architectures and solid-state transformers will transform AI data centers
“The rise of 800 volt. It's gonna have a transformative effect. And then ultimately a solid state transformers.”
Tony Kim Jul 24, 2026 ▶ 10:04 BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery with Molly O'Shea
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
Opinion
Companion robots do not require perfect human-scale motor articulation for market success
“Do you need to have A fully figured, perfect motor function with, you know, all the hand articulation, or could you get something that can appeal to that? And I think that's possible. I think that will be a fascinating market to see. So yeah, I think that'd be…”
Tony Kim Jul 24, 2026 ▶ 50:58 BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery with Molly O'Shea

The other half of the tape: Tony Kim's own voice is left out of every number here. Other people bring the name up 21 times in 6 episodes on Sourcery. every mention, with the transcript →

Who brings them up most Molly O'Shea 14Michael Hurlston 7

Every mention by year

tap a year for its mentions
001332562026episodesmentions
0362026episodes it came up in
0023462026episodesmentions per episode
2026 21 mentions in 6 episodes 4 per episode

Appearances (1)

EpisodeDateSpeaking time
BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery wi Jul 24, 2026 49m
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